DIMENSIONAL FUND ADVISORS LP
Institutional investor · Portfolio as of Q4 2021
Top Holdings3,537 positions
APPLE INC | 50.3M | $8.9B | 2.7% | $55.33 | +213.49% | 10 qtrssince 2019-Q3 | Decreased 0 |
MICROSOFT CORP | 22M | $7.4B | 2.2% | $135.06 | +139.42% | 10 qtrssince 2019-Q3 | Decreased 0 |
AMAZON COM INC | 1.4M | $4.5B | 1.4% | $98.88 | +68.60% | 10 qtrssince 2019-Q3 | Increased 52 |
JPMORGAN CHASE & CO | 18.5M | $2.9B | 0.9% | $97.12 | +44.02% | 10 qtrssince 2019-Q3 | Decreased 0 |
PFIZER INC | 39.2M | $2.3B | 0.7% | $24.18 | +89.07% | 10 qtrssince 2019-Q3 | Decreased 0 |
META PLATFORMS INC | 6.7M | $2.3B | 0.7% | $188.28 | +76.95% | 10 qtrssince 2019-Q3 | Increased 46 |
ALPHABET INC | 732,420 | $2.1B | 0.6% | $64.71 | +121.75% | 10 qtrssince 2019-Q3 | Increased 45 |
ALPHABET INC | 700,684 | $2B | 0.6% | $63.20 | +126.79% | 10 qtrssince 2019-Q3 | Increased 45 |
BERKSHIRE HATHAWAY INC DEL | 6.8M | $2B | 0.6% | $208.58 | +43.35% | 10 qtrssince 2019-Q3 | Decreased 0 |
INTEL CORP | 37M | $1.9B | 0.6% | $45.48 | +5.02% | 10 qtrssince 2019-Q3 | Decreased 0 |
COMCAST CORP NEW | 37.6M | $1.9B | 0.6% | $33.95 | +16.75% | 10 qtrssince 2019-Q3 | Decreased 0 |
JOHNSON & JOHNSON | 10.9M | $1.9B | 0.6% | $111.12 | +34.76% | 10 qtrssince 2019-Q3 | Increased 47 |
AMERICAN TOWER CORP | 6.1M | $1.8B | 0.5% | $181.77 | +37.48% | 10 qtrssince 2019-Q3 | Decreased 0 |
PROLOGIS INC. | 10.5M | $1.8B | 0.5% | $69.91 | +108.66% | 10 qtrssince 2019-Q3 | Decreased 0 |
VERIZON COMMUNICATIONS INC | 31.6M | $1.6B | 0.5% | $39.22 | -3.76% | 10 qtrssince 2019-Q3 | Increased 42 |
UNITEDHEALTH GROUP INC | 3.1M | $1.6B | 0.5% | $210.03 | +119.14% | 10 qtrssince 2019-Q3 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 2.3M | $1.6B | 0.5% | $299.29 | +119.87% | 10 qtrssince 2019-Q3 | Decreased 0 |
BANK OF AMER CORP | 34.5M | $1.5B | 0.5% | $25.43 | +55.51% | 10 qtrssince 2019-Q3 | Decreased 0 |
WALMART INC | 10.5M | $1.5B | 0.5% | $37.64 | +20.84% | 10 qtrssince 2019-Q3 | Increased 39 |
NVIDIA CORPORATION | 5.1M | $1.5B | 0.5% | $5.43 | +439.20% | 10 qtrssince 2019-Q3 | Increased 39 |
DIMENSIONAL FUND ADVISORS LP manages $330.7B across 3537 positions as of Q4 2021. Top holdings: AAPL (2.7%), MSFT (2.2%), AMZN (1.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 128 new positions, 89 exits, 1385 increased. Top move: AMZN (INCREASED, conviction 52). Portfolio: $330.7B across 3537 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