DIMENSIONAL FUND ADVISORS LP
Institutional investor · Portfolio as of Q3 2022
Top Holdings3,488 positions
Apple Inc. | 47.5M | $6.6B | 2.5% | $55.41 | +144.62% | 13 qtrssince 2019-Q3 | Decreased 0 |
Microsoft Corporation | 22.7M | $5.3B | 2.0% | $138.41 | +62.84% | 13 qtrssince 2019-Q3 | Increased 55 |
Amazon.com, Inc. | 23.2M | $2.6B | 1.0% | $98.88 | +14.28% | 13 qtrssince 2019-Q3 | Decreased 0 |
EXXON MOBIL CORP | 28.3M | $2.5B | 0.9% | $59.44 | +28.84% | 13 qtrssince 2019-Q3 | Increased 50 |
JPMorgan Chase & Co. | 21.1M | $2.2B | 0.8% | $98.10 | -3.79% | 13 qtrssince 2019-Q3 | Increased 47 |
Berkshire Hathaway Inc. | 6.9M | $1.8B | 0.7% | $210.13 | +27.08% | 13 qtrssince 2019-Q3 | Increased 45 |
Pfizer Inc. | 41.2M | $1.8B | 0.7% | — | — | 13 qtrssince 2019-Q3 | Increased 46 |
Chevron Corporation | 12.1M | $1.7B | 0.7% | $100.04 | +22.22% | 13 qtrssince 2019-Q3 | Increased 48 |
Alphabet Inc. | 15.8M | $1.5B | 0.6% | $67.72 | +39.90% | 13 qtrssince 2019-Q3 | Increased 73 |
Meta Platforms Inc | 10.8M | $1.5B | 0.6% | $180.05 | -25.36% | 13 qtrssince 2019-Q3 | Increased 55 |
Alphabet Inc. | 14.8M | $1.4B | 0.5% | $65.24 | +45.99% | 13 qtrssince 2019-Q3 | Increased 73 |
Johnson & Johnson | 8.7M | $1.4B | 0.5% | $111.12 | +31.22% | 13 qtrssince 2019-Q3 | Decreased 0 |
Verizon Communications Inc. | 36.4M | $1.4B | 0.5% | $38.06 | -24.82% | 13 qtrssince 2019-Q3 | Increased 50 |
ConocoPhillips | 13.1M | $1.3B | 0.5% | $47.05 | +91.09% | 13 qtrssince 2019-Q3 | Increased 46 |
AMERICAN TOWER CORP | 6.2M | $1.3B | 0.5% | $182.42 | +1.70% | 13 qtrssince 2019-Q3 | Increased 46 |
Walmart Inc. | 10.2M | $1.3B | 0.5% | $37.65 | +9.60% | 13 qtrssince 2019-Q3 | Decreased 0 |
UnitedHealth Group Incorporated | 2.5M | $1.2B | 0.5% | $210.03 | +122.54% | 13 qtrssince 2019-Q3 | Decreased 0 |
Tesla, Inc. | 4.3M | $1.1B | 0.4% | $138.43 | +91.61% | 13 qtrssince 2019-Q3 | Increased 62 |
Comcast Corporation | 38.6M | $1.1B | 0.4% | $33.80 | -30.47% | 13 qtrssince 2019-Q3 | Increased 39 |
Procter & Gamble Company | 8.9M | $1.1B | 0.4% | $107.59 | +4.97% | 13 qtrssince 2019-Q3 | Increased 39 |
DIMENSIONAL FUND ADVISORS LP manages $260.5B across 3488 positions as of Q3 2022. Top holdings: AAPL (2.5%), MSFT (2.0%), AMZN (1.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 156 new positions, 131 exits, 1917 increased. Top move: GOOGL (INCREASED, conviction 73). Portfolio: $260.5B across 3488 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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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