DIMENSIONAL FUND ADVISORS LP
Institutional investor · Portfolio as of Q2 2025
Top Holdings3,272 positions
NVIDIA CORPORATION | 93.5M | $14.8B | 3.4% | $53.19 | +196.28% | 24 qtrssince 2019-Q3 | Decreased 0 |
MICROSOFT CORP | 25.4M | $12.6B | 2.9% | $173.52 | +183.85% | 24 qtrssince 2019-Q3 | Decreased 0 |
APPLE INC | 57.1M | $11.7B | 2.7% | $86.30 | +136.61% | 24 qtrssince 2019-Q3 | Increased 55 |
META PLATFORMS INC | 9.1M | $6.7B | 1.6% | $248.71 | +195.56% | 24 qtrssince 2019-Q3 | Increased 50 |
AMAZON COM INC | 29.8M | $6.5B | 1.5% | $119.49 | +83.61% | 24 qtrssince 2019-Q3 | Decreased 0 |
JPMORGAN CHASE & CO | 19.3M | $5.6B | 1.3% | $107.68 | +161.61% | 24 qtrssince 2019-Q3 | Decreased 0 |
ALPHABET INC | 20.3M | $3.6B | 0.8% | $93.65 | +87.52% | 24 qtrssince 2019-Q3 | Increased 51 |
EXXON MOBIL CORP | 32.2M | $3.5B | 0.8% | $71.05 | +46.10% | 24 qtrssince 2019-Q3 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 7.1M | $3.5B | 0.8% | $229.28 | +111.87% | 24 qtrssince 2019-Q3 | Decreased 0 |
ALPHABET INC | 17M | $3B | 0.7% | $87.30 | +102.48% | 24 qtrssince 2019-Q3 | Increased 51 |
VISA INC | 8.3M | $3B | 0.7% | $197.90 | +77.67% | 24 qtrssince 2019-Q3 | Decreased 0 |
BROADCOM INC | 10.6M | $2.9B | 0.7% | $46.97 | +481.52% | 24 qtrssince 2019-Q3 | Increased 46 |
ELI LILLY & CO | 3.7M | $2.9B | 0.7% | $219.90 | +251.49% | 24 qtrssince 2019-Q3 | Decreased 0 |
JOHNSON & JOHNSON | 18.6M | $2.8B | 0.7% | $131.39 | +12.87% | 24 qtrssince 2019-Q3 | Increased 50 |
MASTERCARD INCORPORATED | 4M | $2.3B | 0.5% | $291.87 | +90.79% | 24 qtrssince 2019-Q3 | Decreased 0 |
CISCO SYS INC | 28.6M | $2B | 0.5% | $43.96 | +53.11% | 24 qtrssince 2019-Q3 | Decreased 0 |
HOME DEPOT INC | 5M | $1.8B | 0.4% | $249.77 | +41.95% | 24 qtrssince 2019-Q3 | Increased 38 |
COSTCO WHOLESALE CORPORATION | 1.9M | $1.8B | 0.4% | $520.77 | +88.73% | 24 qtrssince 2019-Q3 | Decreased 0 |
PROCTER & GAMBLE CO | 11.5M | $1.8B | 0.4% | $122.25 | +25.74% | 24 qtrssince 2019-Q3 | Increased 42 |
ORACLE CORP | 8.3M | $1.8B | 0.4% | $73.92 | +190.72% | 24 qtrssince 2019-Q3 | 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: Balanced Allocator. HoldingsIntel Score: 3/5.0.
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
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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