DIMENSIONAL FUND ADVISORS LP
Institutional investor · Portfolio as of Q3 2024
Top Holdings3,349 positions
APPLE | 52.6M | $12.3B | 3.0% | $74.41 | +210.55% | 21 qtrssince 2019-Q3 | Decreased 0 |
NVIDIA | 94.8M | $11.5B | 2.8% | $50.82 | +138.33% | 21 qtrssince 2019-Q3 | Increased 56 |
MICROSOFT | 24.5M | $10.5B | 2.6% | $164.43 | +157.63% | 21 qtrssince 2019-Q3 | Increased 55 |
AMAZON.COM | 27.8M | $5.2B | 1.3% | $113.03 | +64.85% | 21 qtrssince 2019-Q3 | Increased 53 |
META PLATFORMS | 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 B | 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 - CLASS A | 17.6M | $2.9B | 0.7% | $81.11 | +103.06% | 21 qtrssince 2019-Q3 | Increased 45 |
ALPHABET - CLASS C | 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 - CLASS A | 8.2M | $2.2B | 0.5% | $193.40 | +40.05% | 21 qtrssince 2019-Q3 | Increased 48 |
<![CDATA[Mastercard Incorporated]]> | 4.2M | $2.1B | 0.5% | $290.90 | +67.48% | 21 qtrssince 2019-Q3 | Increased 40 |
HOME DEPOT | 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 | 10.4M | $1.8B | 0.4% | $39.61 | +328.11% | 21 qtrssince 2019-Q3 | Increased 62 |
CHEVRON CORPORATION | 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
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