DIMENSIONAL FUND ADVISORS LP
Institutional investor · Portfolio as of Q4 2022
Top Holdings3,491 positions
DIMENSIONAL ETF TRUST | 400,000 | $11.3B | 3.3% | $26.04 | 0.00% | 1 qtr | New 88 |
DIMENSIONAL ETF TRUST | 400,000 | $11.1B | 3.3% | $25.45 | 0.00% | 1 qtr | New 88 |
DIMENSIONAL ETF TRUST | 200,000 | $10.1B | 3.0% | $42.90 | 0.00% | 1 qtr | New 83 |
APPLE INC | 48.4M | $6.3B | 1.9% | $56.75 | +124.95% | 14 qtrssince 2019-Q3 | Increased 51 |
MICROSOFT CORP | 22.7M | $5.4B | 1.6% | $138.41 | +68.16% | 14 qtrssince 2019-Q3 | Decreased 0 |
DIMENSIONAL ETF TRUST | 200,000 | $5B | 1.5% | $24.02 | +6.94% | 1 qtr | New 73 |
DIMENSIONAL ETF TRUST | 200,000 | $4.9B | 1.4% | $23.03 | +0.52% | 1 qtr | New 73 |
DIMENSIONAL ETF TRUST | 200,000 | $4.9B | 1.4% | $21.60 | +0.94% | 1 qtr | New 73 |
DIMENSIONAL ETF TRUST | 200,000 | $4.4B | 1.3% | $21.21 | -3.54% | 3 qtrssince 2022-Q2 | Unchanged 0 |
EXXON MOBIL CORP | 29M | $3.2B | 0.9% | $60.43 | +61.39% | 14 qtrssince 2019-Q3 | Increased 46 |
JPMORGAN CHASE & CO | 21.4M | $2.9B | 0.8% | $98.45 | +24.12% | 14 qtrssince 2019-Q3 | Increased 46 |
DIMENSIONAL ETF TRUST | 100,000 | $2.5B | 0.7% | $24.18 | -2.15% | 4 qtrssince 2022-Q1 | Unchanged 0 |
CHEVRON CORPORATION | 12M | $2.2B | 0.6% | $100.04 | +53.87% | 14 qtrssince 2019-Q3 | Decreased 0 |
PFIZER INC | 42.1M | $2.2B | 0.6% | $25.32 | +61.80% | 14 qtrssince 2019-Q3 | Increased 46 |
BERKSHIRE HATHAWAY INC DEL | 7M | $2.2B | 0.6% | $211.18 | +46.27% | 14 qtrssince 2019-Q3 | Increased 45 |
AMAZON COM INC | 22.4M | $1.9B | 0.6% | $98.88 | -15.05% | 14 qtrssince 2019-Q3 | Decreased 0 |
CONOCOPHILLIPS | 13.1M | $1.5B | 0.5% | $47.29 | +121.42% | 14 qtrssince 2019-Q3 | Increased 38 |
VERIZON COMMUNICATIONS INC | 38.4M | $1.5B | 0.4% | $37.65 | -19.82% | 14 qtrssince 2019-Q3 | Increased 40 |
JOHNSON & JOHNSON | 8.4M | $1.5B | 0.4% | $111.12 | +42.81% | 14 qtrssince 2019-Q3 | Decreased 0 |
COMCAST CORP NEW | 40.5M | $1.4B | 0.4% | $33.54 | -15.72% | 14 qtrssince 2019-Q3 | Increased 40 |
DIMENSIONAL FUND ADVISORS LP manages $338.5B across 3491 positions as of Q4 2022. Top holdings: DFSE (3.3%), DFSI (3.3%), DFSB (3.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 99 new positions, 96 exits, 1911 increased. Top move: DFSE (NEW, conviction 88). Portfolio: $338.5B across 3491 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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