DIMENSIONAL FUND ADVISORS LP
Institutional investor · Portfolio as of Q3 2024
Top Holdings3,349 positions
APPLE INC | 52.6M | $12.3B | 3.0% | $74.41 | +210.55% | 21 qtrssince 2019-Q3 | Decreased 0 |
NVIDIA CORPORATION | 94.8M | $11.5B | 2.8% | $50.82 | +138.33% | 21 qtrssince 2019-Q3 | Increased 56 |
MICROSOFT CORP | 24.5M | $10.5B | 2.6% | $164.43 | +157.63% | 21 qtrssince 2019-Q3 | Increased 55 |
AMAZON COM INC | 27.8M | $5.2B | 1.3% | $113.03 | +64.85% | 21 qtrssince 2019-Q3 | Increased 53 |
META PLATFORMS INC | 8.5M | $4.8B | 1.2% | $221.24 | +157.06% | 21 qtrssince 2019-Q3 | Increased 55 |
JPMORGAN CHASE & CO. | 21.9M | $4.6B | 1.1% | $107.68 | +86.99% | 21 qtrssince 2019-Q3 | Decreased 0 |
EXXON MOBIL CORP | 36.1M | $4.2B | 1.0% | $71.01 | +54.83% | 21 qtrssince 2019-Q3 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 7.5M | $3.5B | 0.8% | $228.10 | +101.78% | 21 qtrssince 2019-Q3 | Decreased 0 |
ELI LILLY & CO | 3.7M | $3.2B | 0.8% | $197.49 | +342.40% | 21 qtrssince 2019-Q3 | Increased 46 |
ALPHABET INC | 17.6M | $2.9B | 0.7% | $81.11 | +103.06% | 21 qtrssince 2019-Q3 | Increased 45 |
ALPHABET INC | 14.5M | $2.4B | 0.6% | $71.99 | +130.63% | 21 qtrssince 2019-Q3 | Decreased 0 |
UNITEDHEALTH GROUP INC | 4M | $2.3B | 0.6% | $329.72 | +69.06% | 21 qtrssince 2019-Q3 | Increased 47 |
JOHNSON & JOHNSON | 14.1M | $2.3B | 0.6% | $124.83 | +22.99% | 21 qtrssince 2019-Q3 | Increased 48 |
VISA INC | 8.2M | $2.2B | 0.5% | $193.40 | +40.05% | 21 qtrssince 2019-Q3 | Increased 48 |
MASTERCARD INCORPORATED | 4.2M | $2.1B | 0.5% | $290.90 | +67.48% | 21 qtrssince 2019-Q3 | Increased 40 |
HOME DEPOT INC | 4.8M | $2B | 0.5% | $244.78 | +57.25% | 21 qtrssince 2019-Q3 | Increased 40 |
ABBVIE INC | 9.3M | $1.8B | 0.4% | $87.06 | +111.12% | 21 qtrssince 2019-Q3 | Increased 40 |
BROADCOM INC | 10.4M | $1.8B | 0.4% | $39.61 | +328.11% | 21 qtrssince 2019-Q3 | Increased 62 |
CHEVRON CORP NEW | 12.2M | $1.8B | 0.4% | $106.10 | +27.75% | 21 qtrssince 2019-Q3 | Decreased 0 |
PROLOGIS INC. | 13.1M | $1.7B | 0.4% | $78.08 | +51.28% | 21 qtrssince 2019-Q3 | Decreased 0 |
DIMENSIONAL FUND ADVISORS LP manages $412.3B across 3349 positions as of Q3 2024. Top holdings: AAPL (3.0%), NVDA (2.8%), MSFT (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 71 new positions, 95 exits, 1713 increased. Top move: AVGO (INCREASED, conviction 62). Portfolio: $412.3B across 3349 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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