DIMENSIONAL FUND ADVISORS LP
Institutional investor · Portfolio as of Q4 2019
Top Holdings3,379 positions
APPLE INC | 16.8M | $4.9B | 1.8% | $53.73 | +31.50% | 2 qtrssince 2019-Q3 | Decreased 0 |
MICROSOFT CORP | 22.7M | $3.6B | 1.3% | $130.81 | +13.75% | 2 qtrssince 2019-Q3 | Increased 50 |
JPMORGAN CHASE & CO | 22.9M | $3.2B | 1.2% | $97.08 | +19.40% | 2 qtrssince 2019-Q3 | Decreased 0 |
AT&T INC | 78.9M | $3.1B | 1.1% | $17.53 | +5.17% | 2 qtrssince 2019-Q3 | Decreased 0 |
INTEL CORP | 50.5M | $3B | 1.1% | $45.21 | +16.79% | 2 qtrssince 2019-Q3 | Decreased 0 |
AMAZON COM INC | 1.4M | $2.6B | 1.0% | $86.81 | +6.43% | 2 qtrssince 2019-Q3 | Increased 45 |
COMCAST CORP NEW | 50M | $2.2B | 0.8% | $33.95 | +0.22% | 2 qtrssince 2019-Q3 | Decreased 0 |
EXXON MOBIL CORP | 31.2M | $2.2B | 0.8% | $51.77 | +0.02% | 2 qtrssince 2019-Q3 | Increased 46 |
CHEVRON CORPORATION | 17.2M | $2.1B | 0.8% | $87.44 | +2.60% | 2 qtrssince 2019-Q3 | Increased 45 |
BERKSHIRE HATHAWAY INC DEL | 8.7M | $2B | 0.7% | $208.02 | +8.88% | 2 qtrssince 2019-Q3 | Decreased 0 |
BANK OF AMER CORP | 55.5M | $2B | 0.7% | $24.88 | +20.27% | 2 qtrssince 2019-Q3 | Increased 47 |
WELLS FARGO & CO | 36.2M | $1.9B | 0.7% | $42.11 | +7.68% | 2 qtrssince 2019-Q3 | Decreased 0 |
PFIZER INC | 48.6M | $1.9B | 0.7% | $24.18 | +10.03% | 2 qtrssince 2019-Q3 | Increased 45 |
AMERICAN TOWER CORP | 6.6M | $1.5B | 0.6% | $181.01 | +4.39% | 2 qtrssince 2019-Q3 | Increased 45 |
JOHNSON & JOHNSON | 9.9M | $1.4B | 0.5% | $107.11 | +13.21% | 2 qtrssince 2019-Q3 | Increased 46 |
META PLATFORMS INC | 6.7M | $1.4B | 0.5% | $176.39 | +15.26% | 2 qtrssince 2019-Q3 | Decreased 0 |
VERIZON COMMUNICATIONS INC | 20.9M | $1.3B | 0.5% | $39.79 | +2.75% | 2 qtrssince 2019-Q3 | Increased 39 |
CITIGROUP INC | 16.1M | $1.3B | 0.5% | $54.33 | +16.48% | 2 qtrssince 2019-Q3 | Decreased 0 |
DISNEY WALT CO | 8.3M | $1.2B | 0.4% | $125.76 | +11.51% | 2 qtrssince 2019-Q3 | Increased 38 |
WALMART INC | 8.9M | $1.1B | 0.4% | $35.96 | +0.58% | 2 qtrssince 2019-Q3 | Decreased 0 |
DIMENSIONAL FUND ADVISORS LP manages $274.4B across 3379 positions as of Q4 2019. Top holdings: AAPL (1.8%), MSFT (1.3%), JPM (1.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 66 new positions, 104 exits, 1279 increased. Top move: MSFT (INCREASED, conviction 50). Portfolio: $274.4B across 3379 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