DIMENSIONAL FUND ADVISORS LP
Institutional investor · Portfolio as of Q2 2025
Top Holdings3,272 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 93.5M | $14.8B | 3.4% | $117.67 | +34.04% | 10 qtrssince 2023-Q1 | Decreased 0 |
MICROSOFT CORP | 25.4M | $12.6B | 2.9% | $297.05 | +65.81% | 10 qtrssince 2023-Q1 | Decreased 0 |
APPLE INC | 57.1M | $11.7B | 2.7% | $169.98 | +20.12% | 10 qtrssince 2023-Q1 | Increased 55 |
META PLATFORMS INC-CLASS A | 9.1M | $6.7B | 1.6% | $269.64 | +171.67% | 10 qtrssince 2023-Q1 | Increased 50 |
AMAZON.COM INC | 29.8M | $6.5B | 1.5% | $122.01 | +83.02% | 10 qtrssince 2023-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 19.3M | $5.6B | 1.3% | $126.49 | +123.78% | 10 qtrssince 2023-Q1 | Decreased 0 |
ALPHABET INC-CL A | 20.3M | $3.6B | 0.8% | $117.84 | +51.27% | 10 qtrssince 2023-Q1 | Increased 51 |
EXXON MOBIL CORP | 32.2M | $3.5B | 0.8% | $100.25 | +6.45% | 10 qtrssince 2023-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 7.1M | $3.5B | 0.8% | $313.44 | +54.95% | 10 qtrssince 2023-Q1 | Decreased 0 |
ALPHABET INC-CL C | 17M | $3B | 0.7% | $115.64 | +53.92% | 10 qtrssince 2023-Q1 | Increased 51 |
VISA INC-CLASS A SHARES | 8.3M | $3B | 0.7% | $232.33 | +51.34% | 10 qtrssince 2023-Q1 | Decreased 0 |
BROADCOM INC | 10.6M | $2.9B | 0.7% | $160.94 | +70.03% | 10 qtrssince 2023-Q1 | Increased 46 |
ELI LILLY & CO | 3.7M | $2.9B | 0.7% | $396.93 | +94.73% | 10 qtrssince 2023-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 18.6M | $2.8B | 0.7% | $144.56 | +2.59% | 10 qtrssince 2023-Q1 | Increased 50 |
MASTERCARD INC - A | 4M | $2.3B | 0.5% | $366.53 | +49.52% | 10 qtrssince 2023-Q1 | Decreased 0 |
CISCO SYSTEMS INC | 28.6M | $2B | 0.5% | $47.49 | +42.08% | 10 qtrssince 2023-Q1 | Decreased 0 |
HOME DEPOT INC | 5M | $1.8B | 0.4% | $284.04 | +28.26% | 10 qtrssince 2023-Q1 | Increased 38 |
COSTCO WHOLESALE CORP | 1.9M | $1.8B | 0.4% | $633.18 | +55.22% | 10 qtrssince 2023-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 11.5M | $1.8B | 0.4% | $141.47 | +8.65% | 10 qtrssince 2023-Q1 | Increased 42 |
ORACLE CORP | 8.3M | $1.8B | 0.4% | $101.24 | +106.31% | 10 qtrssince 2023-Q1 | Increased 38 |
DIMENSIONAL FUND ADVISORS LP manages $431.9B across 3272 positions as of Q2 2025. Top holdings: NVDA (3.4%), MSFT (2.9%), AAPL (2.7%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2/5.0.
Active quarter - 60 new positions, 108 exits, 1645 increased. Top move: AAPL (INCREASED, conviction 55). Portfolio: $431.9B across 3272 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