DIMENSIONAL FUND ADVISORS LP
Institutional investor · Portfolio as of Q4 2020
Top Holdings3,342 positions
APPLE INC | 52.1M | $6.9B | 2.5% | $53.73 | +139.74% | 6 qtrssince 2019-Q3 | Decreased 0 |
MICROSOFT CORP | 22.7M | $5B | 1.8% | $132.16 | +60.47% | 6 qtrssince 2019-Q3 | Increased 51 |
AMAZON COM INC | 1.2M | $3.9B | 1.4% | $88.43 | +84.15% | 6 qtrssince 2019-Q3 | Increased 51 |
JPMORGAN CHASE & CO | 20.3M | $2.6B | 0.9% | $97.08 | +12.79% | 6 qtrssince 2019-Q3 | Decreased 0 |
COMCAST CORP NEW | 41.4M | $2.2B | 0.8% | $33.95 | +19.40% | 6 qtrssince 2019-Q3 | Decreased 0 |
INTEL CORP | 38M | $1.9B | 0.7% | $45.21 | -0.37% | 6 qtrssince 2019-Q3 | Decreased 0 |
META PLATFORMS INC | 6.3M | $1.7B | 0.6% | $176.39 | +53.39% | 6 qtrssince 2019-Q3 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 7.2M | $1.7B | 0.6% | $208.02 | +11.47% | 6 qtrssince 2019-Q3 | Decreased 0 |
AT&T INC | 57.7M | $1.7B | 0.6% | $17.53 | -15.49% | 6 qtrssince 2019-Q3 | Decreased 0 |
JOHNSON & JOHNSON | 9.9M | $1.6B | 0.6% | $107.39 | +25.13% | 6 qtrssince 2019-Q3 | Decreased 0 |
PFIZER INC | 40.8M | $1.5B | 0.5% | $24.18 | +13.43% | 6 qtrssince 2019-Q3 | Decreased 0 |
VERIZON COMMUNICATIONS INC | 24.9M | $1.5B | 0.5% | $39.45 | +3.48% | 6 qtrssince 2019-Q3 | Increased 45 |
AMERICAN TOWER CORP | 6.1M | $1.4B | 0.5% | $181.27 | +3.74% | 6 qtrssince 2019-Q3 | Increased 40 |
VISA INC | 6.2M | $1.4B | 0.5% | $165.41 | +26.76% | 6 qtrssince 2019-Q3 | Increased 38 |
DISNEY WALT CO | 7.3M | $1.3B | 0.5% | $123.58 | +42.15% | 6 qtrssince 2019-Q3 | Increased 38 |
CHARTER COMMUNICATIONS INC | 1.9M | $1.2B | 0.4% | $412.12 | +60.52% | 6 qtrssince 2019-Q3 | Decreased 0 |
MASTERCARD INCORPORATED | 3.4M | $1.2B | 0.4% | $260.65 | +32.27% | 6 qtrssince 2019-Q3 | Decreased 0 |
BANK OF AMER CORP | 40.5M | $1.2B | 0.4% | $24.88 | +6.28% | 6 qtrssince 2019-Q3 | Decreased 0 |
WALMART INC | 8.5M | $1.2B | 0.4% | $36.12 | +23.52% | 6 qtrssince 2019-Q3 | Increased 39 |
ALPHABET INC | 688,142 | $1.2B | 0.4% | $61.06 | +42.17% | 6 qtrssince 2019-Q3 | Increased 38 |
DIMENSIONAL FUND ADVISORS LP manages $276.9B across 3342 positions as of Q4 2020. Top holdings: AAPL (2.5%), MSFT (1.8%), AMZN (1.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 111 new positions, 100 exits, 1305 increased. Top move: MSFT (INCREASED, conviction 51). Portfolio: $276.9B across 3342 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