DIMENSIONAL FUND ADVISORS LP
Institutional investor · Portfolio as of Q3 2020
Top Holdings3,331 positions
APPLE INC | 54.4M | $6.3B | 2.7% | $53.73 | +108.88% | 5 qtrssince 2019-Q3 | Increased 88 |
MICROSOFT CORP | 22.3M | $4.7B | 2.0% | $130.81 | +52.91% | 5 qtrssince 2019-Q3 | Decreased 0 |
AMAZON COM INC | 1.2M | $3.7B | 1.6% | $86.81 | +81.35% | 5 qtrssince 2019-Q3 | Decreased 0 |
COMCAST CORP NEW | 46.1M | $2.1B | 0.9% | $33.95 | +4.88% | 5 qtrssince 2019-Q3 | Decreased 0 |
INTEL CORP | 41.1M | $2.1B | 0.9% | $45.21 | +2.80% | 5 qtrssince 2019-Q3 | Decreased 0 |
JPMORGAN CHASE & CO | 20.6M | $2B | 0.8% | $97.08 | -15.34% | 5 qtrssince 2019-Q3 | Decreased 0 |
AT&T INC | 60.3M | $1.7B | 0.7% | $17.53 | -18.23% | 5 qtrssince 2019-Q3 | Decreased 0 |
META PLATFORMS INC | 6.5M | $1.7B | 0.7% | $176.39 | +47.07% | 5 qtrssince 2019-Q3 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 7.4M | $1.6B | 0.7% | $208.02 | +2.37% | 5 qtrssince 2019-Q3 | Decreased 0 |
PFIZER INC | 42.5M | $1.6B | 0.7% | $24.18 | +6.20% | 5 qtrssince 2019-Q3 | Decreased 0 |
JOHNSON & JOHNSON | 10.2M | $1.5B | 0.6% | $107.39 | +17.55% | 5 qtrssince 2019-Q3 | Decreased 0 |
VERIZON COMMUNICATIONS INC | 24.8M | $1.5B | 0.6% | $39.45 | +3.69% | 5 qtrssince 2019-Q3 | Increased 46 |
AMERICAN TOWER CORP | 5.9M | $1.4B | 0.6% | $181.01 | +11.26% | 5 qtrssince 2019-Q3 | Decreased 0 |
ALIBABA GROUP HLDG LTD | 4.6M | $1.4B | 0.6% | $181.28 | +52.61% | 5 qtrssince 2019-Q3 | Increased 50 |
VISA INC | 6.1M | $1.2B | 0.5% | $165.21 | +15.86% | 5 qtrssince 2019-Q3 | Increased 46 |
CHARTER COMMUNICATIONS INC | 1.9M | $1.2B | 0.5% | $412.12 | +51.49% | 5 qtrssince 2019-Q3 | Decreased 0 |
MASTERCARD INCORPORATED | 3.5M | $1.2B | 0.5% | $260.65 | +25.17% | 5 qtrssince 2019-Q3 | Increased 38 |
WALMART INC | 8.3M | $1.2B | 0.5% | $35.97 | +19.92% | 5 qtrssince 2019-Q3 | Decreased 0 |
PROLOGIS INC. | 11M | $1.1B | 0.5% | $69.87 | +21.61% | 5 qtrssince 2019-Q3 | Increased 38 |
THERMO FISHER SCIENTIFIC INC | 2.4M | $1.1B | 0.5% | $285.82 | +51.97% | 5 qtrssince 2019-Q3 | Decreased 0 |
DIMENSIONAL FUND ADVISORS LP manages $235.8B across 3331 positions as of Q3 2020. Top holdings: AAPL (2.7%), MSFT (2.0%), AMZN (1.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 100 new positions, 107 exits, 1251 increased. Top move: AAPL (INCREASED, conviction 88). Portfolio: $235.8B across 3331 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