DIMENSIONAL FUND ADVISORS LP
Institutional investor · Portfolio as of Q3 2021
Top Holdings3,498 positions
APPLE | 50.8M | $7.2B | 2.3% | $55.33 | +149.45% | 9 qtrssince 2019-Q3 | Decreased 0 |
MICROSOFT | 22.2M | $6.3B | 2.0% | $135.06 | +100.33% | 9 qtrssince 2019-Q3 | Decreased 0 |
AMAZON.COM | 1.3M | $4.4B | 1.4% | $96.89 | +69.52% | 9 qtrssince 2019-Q3 | Increased 54 |
JPMORGAN CHASE & CO | 19.4M | $3.2B | 1.0% | $97.12 | +47.99% | 9 qtrssince 2019-Q3 | Decreased 0 |
META PLATFORMS | 6.5M | $2.2B | 0.7% | $184.03 | +82.67% | 9 qtrssince 2019-Q3 | Increased 45 |
COMCAST CORP NEW | 38.8M | $2.2B | 0.7% | $33.95 | +29.17% | 9 qtrssince 2019-Q3 | Decreased 0 |
INTEL CORP | 39.2M | $2.1B | 0.7% | $45.48 | +7.90% | 9 qtrssince 2019-Q3 | Increased 45 |
ALPHABET - CLASS A | 724,296 | $1.9B | 0.6% | $63.82 | +107.48% | 9 qtrssince 2019-Q3 | Increased 45 |
BERKSHIRE HATHAWAY B | 6.9M | $1.9B | 0.6% | $208.58 | +30.86% | 9 qtrssince 2019-Q3 | Decreased 0 |
ALPHABET - CLASS C | 699,251 | $1.9B | 0.6% | $63.03 | +109.45% | 9 qtrssince 2019-Q3 | Increased 46 |
PFIZER INC | 39.6M | $1.7B | 0.5% | — | — | 9 qtrssince 2019-Q3 | Decreased 0 |
JOHNSON & JOHNSON | 10.4M | $1.7B | 0.5% | $109.35 | +28.45% | 9 qtrssince 2019-Q3 | Increased 45 |
AMERICAN TOWER CORP | 6.2M | $1.6B | 0.5% | $181.77 | +24.13% | 9 qtrssince 2019-Q3 | Decreased 0 |
VERIZON COMMUNICATIONS | 28.7M | $1.6B | 0.5% | $39.36 | -1.51% | 9 qtrssince 2019-Q3 | Increased 44 |
AT&T INC | 57.2M | $1.5B | 0.5% | $17.48 | -14.66% | 9 qtrssince 2019-Q3 | Decreased 0 |
BANK OF AMER CORP | 35.7M | $1.5B | 0.5% | $25.43 | +47.67% | 9 qtrssince 2019-Q3 | Decreased 0 |
WALMART | 10.2M | $1.4B | 0.5% | $37.38 | +16.76% | 9 qtrssince 2019-Q3 | Increased 45 |
PROLOGIS INC. | 10.7M | $1.3B | 0.4% | $69.91 | +54.84% | 9 qtrssince 2019-Q3 | Decreased 0 |
THERMO FISHER SCIENTIFIC | 2.3M | $1.3B | 0.4% | $299.29 | +88.19% | 9 qtrssince 2019-Q3 | Increased 39 |
VISA - CLASS A | 6M | $1.3B | 0.4% | $165.85 | +29.31% | 9 qtrssince 2019-Q3 | Decreased 0 |
DIMENSIONAL FUND ADVISORS LP manages $310.4B across 3498 positions as of Q3 2021. Top holdings: AAPL (2.3%), MSFT (2.0%), AMZN (1.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 142 new positions, 103 exits, 1523 increased. Top move: AMZN (INCREASED, conviction 54). Portfolio: $310.4B across 3498 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