DIMENSIONAL FUND ADVISORS LP
Institutional investor · Portfolio as of Q3 2025
Top Holdings3,271 positions
NVIDIA CORPORATION | 93M | $17.4B | 3.7% | $53.19 | +249.91% | 25 qtrssince 2019-Q3 | Decreased 0 |
APPLE INC | 57.3M | $14.6B | 3.1% | $86.99 | +191.64% | 25 qtrssince 2019-Q3 | Increased 59 |
MICROSOFT CORP | 25.9M | $13.4B | 2.9% | $180.02 | +185.38% | 25 qtrssince 2019-Q3 | Increased 56 |
META PLATFORMS INC | 9.3M | $6.8B | 1.5% | $258.56 | +183.07% | 25 qtrssince 2019-Q3 | Increased 51 |
AMAZON COM INC | 30.1M | $6.6B | 1.4% | $120.45 | +82.29% | 25 qtrssince 2019-Q3 | Increased 51 |
JPMORGAN CHASE & CO | 18.7M | $5.9B | 1.3% | $107.68 | +186.01% | 25 qtrssince 2019-Q3 | Decreased 0 |
ALPHABET INC | 20.6M | $5B | 1.1% | $95.85 | +152.97% | 25 qtrssince 2019-Q3 | Increased 51 |
ALPHABET INC | 17.2M | $4.2B | 0.9% | $89.02 | +172.87% | 25 qtrssince 2019-Q3 | Increased 45 |
BROADCOM INC | 11.4M | $3.8B | 0.8% | $67.00 | +388.73% | 25 qtrssince 2019-Q3 | Increased 49 |
BERKSHIRE HATHAWAY INC DEL | 7.1M | $3.6B | 0.8% | $229.28 | +119.27% | 25 qtrssince 2019-Q3 | Decreased 0 |
EXXON MOBIL CORP | 30.1M | $3.4B | 0.7% | $71.05 | +54.23% | 25 qtrssince 2019-Q3 | Decreased 0 |
JOHNSON & JOHNSON | 18M | $3.3B | 0.7% | $131.39 | +38.01% | 25 qtrssince 2019-Q3 | Decreased 0 |
VISA INC | 8.4M | $2.9B | 0.6% | $199.71 | +69.58% | 25 qtrssince 2019-Q3 | Increased 45 |
ELI LILLY & CO | 3.8M | $2.9B | 0.6% | $230.44 | +229.03% | 25 qtrssince 2019-Q3 | Increased 46 |
ORACLE CORP | 8.4M | $2.4B | 0.5% | $76.29 | +263.17% | 25 qtrssince 2019-Q3 | Increased 45 |
CHEVRON CORPORATION | 15.1M | $2.3B | 0.5% | $115.95 | +28.86% | 25 qtrssince 2019-Q3 | Increased 56 |
MASTERCARD INCORPORATED | 4.1M | $2.3B | 0.5% | $298.99 | +88.78% | 25 qtrssince 2019-Q3 | Increased 46 |
TESLA INC | 4.9M | $2.2B | 0.5% | $178.34 | +149.37% | 25 qtrssince 2019-Q3 | Increased 40 |
ABBVIE INC | 8.9M | $2.1B | 0.4% | $89.31 | +149.93% | 25 qtrssince 2019-Q3 | Decreased 0 |
HOME DEPOT INC | 5M | $2B | 0.4% | $250.12 | +57.54% | 25 qtrssince 2019-Q3 | Increased 38 |
DIMENSIONAL FUND ADVISORS LP manages $466B across 3271 positions as of Q3 2025. Top holdings: NVDA (3.7%), AAPL (3.1%), MSFT (2.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 94 new positions, 95 exits, 1582 increased. Top move: AAPL (INCREASED, conviction 59). Portfolio: $466.0B across 3271 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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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