DIMENSIONAL FUND ADVISORS LP
Institutional investor · Portfolio as of Q3 2019
Top Holdings3,417 positions
APPLE INC | 18.4M | $4.1B | 1.6% | $53.73 | 0.00% | 1 qtr | First report 0 |
MICROSOFT CORP | 22.6M | $3.1B | 1.2% | $130.73 | 0.00% | 1 qtr | First report 0 |
AT&T INC | 79.5M | $3B | 1.2% | $17.53 | 0.00% | 1 qtr | First report 0 |
JPMORGAN CHASE & CO | 23.2M | $2.7B | 1.1% | $97.08 | 0.00% | 1 qtr | First report 0 |
INTEL CORP | 50.6M | $2.6B | 1.0% | $45.21 | 0.00% | 1 qtr | First report 0 |
AMAZON COM INC | 1.4M | $2.4B | 0.9% | $86.80 | 0.00% | 1 qtr | First report 0 |
COMCAST CORP NEW | 50.2M | $2.3B | 0.9% | $33.95 | 0.00% | 1 qtr | First report 0 |
EXXON MOBIL CORP | 30.6M | $2.2B | 0.8% | $51.77 | 0.00% | 1 qtr | First report 0 |
CHEVRON CORPORATION | 17.2M | $2B | 0.8% | $87.43 | 0.00% | 1 qtr | First report 0 |
WELLS FARGO & CO | 36.4M | $1.8B | 0.7% | $42.11 | 0.00% | 1 qtr | First report 0 |
BERKSHIRE HATHAWAY INC DEL | 8.8M | $1.8B | 0.7% | $208.02 | 0.00% | 1 qtr | First report 0 |
PFIZER INC | 48.4M | $1.7B | 0.7% | $24.17 | 0.00% | 1 qtr | First report 0 |
BANK OF AMER CORP | 53.1M | $1.5B | 0.6% | $24.64 | 0.00% | 1 qtr | First report 0 |
AMERICAN TOWER CORP | 6.6M | $1.5B | 0.6% | $181.01 | 0.00% | 1 qtr | First report 0 |
JOHNSON & JOHNSON | 9.6M | $1.2B | 0.5% | $106.81 | 0.00% | 1 qtr | First report 0 |
VERIZON COMMUNICATIONS INC | 20.7M | $1.2B | 0.5% | $39.77 | 0.00% | 1 qtr | First report 0 |
WALMART INC | 10.4M | $1.2B | 0.5% | $35.96 | 0.00% | 1 qtr | First report 0 |
META PLATFORMS INC | 6.7M | $1.2B | 0.5% | $176.39 | 0.00% | 1 qtr | First report 0 |
CITIGROUP INC | 16.3M | $1.1B | 0.4% | $54.33 | 0.00% | 1 qtr | First report 0 |
DISNEY WALT CO | 8.2M | $1.1B | 0.4% | $125.60 | 0.00% | 1 qtr | First report 0 |
DIMENSIONAL FUND ADVISORS LP manages $257.3B across 3417 positions as of Q3 2019. Top holdings: AAPL (1.6%), MSFT (1.2%), T (1.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
First quarter we have for this fund: 3417 positions, nothing earlier to compare. No standout high-conviction moves this quarter. Portfolio: $257.3B across 3417 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