DIMENSIONAL FUND ADVISORS LP
Institutional investor · Portfolio as of Q3 2024
Top Holdings3,349 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 52.6M | $12.3B | 3.0% | $165.20 | +39.87% | 7 qtrssince 2023-Q1 | Decreased 0 |
NVIDIA CORP | 94.8M | $11.5B | 2.8% | $117.09 | +3.65% | 7 qtrssince 2023-Q1 | Increased 56 |
MICROSOFT CORP | 24.5M | $10.5B | 2.6% | $293.09 | +44.53% | 7 qtrssince 2023-Q1 | Increased 55 |
AMAZON.COM INC | 27.8M | $5.2B | 1.3% | $115.58 | +62.64% | 7 qtrssince 2023-Q1 | Increased 53 |
META PLATFORMS INC-CLASS A | 8.5M | $4.8B | 1.2% | $243.39 | +132.19% | 7 qtrssince 2023-Q1 | Increased 55 |
JPMORGAN CHASE & CO | 21.9M | $4.6B | 1.1% | $126.49 | +61.24% | 7 qtrssince 2023-Q1 | Decreased 0 |
EXXON MOBIL CORP | 36.1M | $4.2B | 1.0% | $100.24 | +9.82% | 7 qtrssince 2023-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 7.5M | $3.5B | 0.8% | $312.61 | +46.34% | 7 qtrssince 2023-Q1 | Decreased 0 |
ELI LILLY & CO | 3.7M | $3.2B | 0.8% | $381.37 | +129.10% | 7 qtrssince 2023-Q1 | Increased 46 |
ALPHABET INC-CL A | 17.6M | $2.9B | 0.7% | $108.65 | +50.13% | 7 qtrssince 2023-Q1 | Increased 45 |
ALPHABET INC-CL C | 14.5M | $2.4B | 0.6% | $105.08 | +56.50% | 7 qtrssince 2023-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 4M | $2.3B | 0.6% | $466.78 | +21.19% | 7 qtrssince 2023-Q1 | Increased 47 |
JOHNSON & JOHNSON | 14.1M | $2.3B | 0.6% | $142.13 | +8.02% | 7 qtrssince 2023-Q1 | Increased 48 |
VISA INC-CLASS A SHARES | 8.2M | $2.2B | 0.5% | $229.14 | +18.21% | 7 qtrssince 2023-Q1 | Increased 48 |
MASTERCARD INC - A | 4.2M | $2.1B | 0.5% | $365.87 | +33.77% | 7 qtrssince 2023-Q1 | Increased 40 |
HOME DEPOT INC | 4.8M | $2B | 0.5% | $280.29 | +38.34% | 7 qtrssince 2023-Q1 | Increased 40 |
ABBVIE INC | 9.3M | $1.8B | 0.4% | $144.22 | +28.23% | 7 qtrssince 2023-Q1 | Increased 40 |
BROADCOM INC | 10.4M | $1.8B | 0.4% | $157.44 | +7.90% | 7 qtrssince 2023-Q1 | Increased 62 |
CHEVRON CORP | 12.2M | $1.8B | 0.4% | $142.84 | -4.57% | 7 qtrssince 2023-Q1 | Decreased 0 |
PROLOGIS INC | 13.1M | $1.7B | 0.4% | $111.59 | +7.73% | 7 qtrssince 2023-Q1 | 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: Steady Compounder. HoldingsIntel Score: 2/5.0.
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
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