DIMENSIONAL FUND ADVISORS LP
Institutional investor · Portfolio as of Q2 2024
Top Holdings3,373 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 92M | $11.4B | 3.0% | $116.96 | +5.58% | 6 qtrssince 2023-Q1 | Increased 88 |
APPLE INC | 53M | $11.2B | 2.9% | $165.20 | +26.29% | 6 qtrssince 2023-Q1 | Increased 58 |
MICROSOFT CORP | 24.1M | $10.8B | 2.8% | $291.14 | +50.86% | 6 qtrssince 2023-Q1 | Increased 59 |
AMAZON.COM INC | 26.7M | $5.2B | 1.3% | $112.44 | +71.87% | 6 qtrssince 2023-Q1 | Increased 54 |
JPMORGAN CHASE & CO | 22.7M | $4.6B | 1.2% | $126.49 | +54.08% | 6 qtrssince 2023-Q1 | Increased 53 |
EXXON MOBIL CORP | 36.8M | $4.2B | 1.1% | $100.24 | +8.28% | 6 qtrssince 2023-Q1 | Increased 58 |
META PLATFORMS INC-CLASS A | 7.8M | $3.9B | 1.0% | $214.35 | +134.08% | 6 qtrssince 2023-Q1 | Increased 52 |
ELI LILLY & CO | 3.6M | $3.2B | 0.8% | $371.22 | +140.19% | 6 qtrssince 2023-Q1 | Increased 47 |
ALPHABET INC-CL A | 17.5M | $3.2B | 0.8% | $108.51 | +66.79% | 6 qtrssince 2023-Q1 | Increased 48 |
BERKSHIRE HATHAWAY INC-CL B | 7.7M | $3.1B | 0.8% | $312.61 | +30.13% | 6 qtrssince 2023-Q1 | Increased 48 |
ALPHABET INC-CL C | 14.7M | $2.7B | 0.7% | $105.08 | +73.44% | 6 qtrssince 2023-Q1 | Increased 47 |
CHEVRON CORP | 13M | $2B | 0.5% | $142.84 | +1.45% | 6 qtrssince 2023-Q1 | Increased 45 |
VISA INC-CLASS A SHARES | 7.7M | $2B | 0.5% | $226.48 | +13.94% | 6 qtrssince 2023-Q1 | Increased 49 |
BROADCOM INC | 1.2M | $2B | 0.5% | $64.44 | +144.57% | 6 qtrssince 2023-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 3.8M | $1.9B | 0.5% | $461.64 | +6.87% | 6 qtrssince 2023-Q1 | Increased 57 |
JOHNSON & JOHNSON | 13.1M | $1.9B | 0.5% | $141.27 | -2.73% | 6 qtrssince 2023-Q1 | Increased 52 |
MASTERCARD INC - A | 4M | $1.8B | 0.5% | $360.56 | +21.13% | 6 qtrssince 2023-Q1 | Increased 41 |
SHELL PLC-ADR | 22.7M | $1.6B | 0.4% | $50.23 | +31.62% | 6 qtrssince 2023-Q1 | Increased 38 |
PROCTER & GAMBLE CO/THE | 9.7M | $1.6B | 0.4% | $137.95 | +12.60% | 6 qtrssince 2023-Q1 | Increased 41 |
HOME DEPOT INC | 4.6M | $1.6B | 0.4% | $276.24 | +20.22% | 6 qtrssince 2023-Q1 | Increased 41 |
DIMENSIONAL FUND ADVISORS LP manages $382.9B across 3373 positions as of Q2 2024. Top holdings: NVDA (3.0%), AAPL (2.9%), MSFT (2.8%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2/5.0.
Active quarter - 73 new positions, 87 exits, 1987 increased. Top move: NVDA (INCREASED, conviction 88). Portfolio: $382.9B across 3373 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR