DIMENSIONAL FUND ADVISORS LP
Institutional investor · Portfolio as of Q3 2023
Top Holdings3,467 positions
APPLE INC | 47.5M | $8.1B | 2.7% | $58.92 | +186.70% | 17 qtrssince 2019-Q3 | Decreased 0 |
MICROSOFT CORP | 23M | $7.3B | 2.4% | $141.21 | +118.48% | 17 qtrssince 2019-Q3 | Decreased 0 |
EXXON MOBIL CORP | 33M | $3.9B | 1.3% | $64.89 | +64.18% | 17 qtrssince 2019-Q3 | Increased 51 |
META PLATFORMS INC | 10.1M | $3B | 1.0% | $181.29 | +64.03% | 17 qtrssince 2019-Q3 | Decreased 0 |
JPMORGAN CHASE & CO. | 20.6M | $3B | 1.0% | $100.42 | +34.51% | 17 qtrssince 2019-Q3 | Increased 48 |
AMAZON COM INC | 23.2M | $3B | 1.0% | $99.84 | +27.32% | 17 qtrssince 2019-Q3 | Increased 46 |
BERKSHIRE HATHAWAY INC DEL | 7.2M | $2.5B | 0.8% | $214.50 | +63.31% | 17 qtrssince 2019-Q3 | Increased 45 |
CHEVRON CORP NEW | 14M | $2.4B | 0.8% | $105.74 | +40.66% | 17 qtrssince 2019-Q3 | Increased 46 |
ALPHABET INC | 15.5M | $2B | 0.7% | $69.95 | +85.33% | 17 qtrssince 2019-Q3 | Increased 46 |
NVIDIA CORPORATION | 4.4M | $1.9B | 0.6% | $9.03 | +380.38% | 17 qtrssince 2019-Q3 | Decreased 0 |
ALPHABET INC | 13.7M | $1.8B | 0.6% | $65.29 | +100.05% | 17 qtrssince 2019-Q3 | Decreased 0 |
ELI LILLY & CO | 3.4M | $1.8B | 0.6% | $141.90 | +270.80% | 17 qtrssince 2019-Q3 | Increased 46 |
COMCAST CORP NEW | 38.4M | $1.7B | 0.6% | $33.54 | +9.30% | 17 qtrssince 2019-Q3 | Decreased 0 |
BROADCOM INC | 2M | $1.7B | 0.5% | $36.49 | +120.34% | 17 qtrssince 2019-Q3 | Increased 45 |
PFIZER INC | 45.2M | $1.5B | 0.5% | $25.89 | +5.63% | 17 qtrssince 2019-Q3 | Decreased 0 |
SHELL PLC | 23.1M | $1.5B | 0.5% | $46.41 | +23.25% | 7 qtrssince 2022-Q1 | Decreased 0 |
VISA INC | 6.5M | $1.5B | 0.5% | $175.02 | +28.46% | 17 qtrssince 2019-Q3 | Increased 40 |
PROLOGIS INC. | 12.9M | $1.4B | 0.5% | $77.24 | +31.91% | 17 qtrssince 2019-Q3 | Increased 38 |
MASTERCARD INCORPORATED | 3.6M | $1.4B | 0.5% | $268.27 | +44.75% | 17 qtrssince 2019-Q3 | Decreased 0 |
JOHNSON & JOHNSON | 9.2M | $1.4B | 0.5% | $114.24 | +25.19% | 17 qtrssince 2019-Q3 | Increased 40 |
DIMENSIONAL FUND ADVISORS LP manages $304.9B across 3467 positions as of Q3 2023. Top holdings: AAPL (2.7%), MSFT (2.4%), XOM (1.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 87 new positions, 100 exits, 1792 increased. Top move: XOM (INCREASED, conviction 51). Portfolio: $304.9B across 3467 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR