DIMENSIONAL FUND ADVISORS LP
Institutional investor · Portfolio as of Q4 2023
Top Holdings3,412 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 46.6M | $9B | 2.6% | $162.26 | +17.23% | 4 qtrssince 2023-Q1 | Decreased 0 |
MICROSOFT CORP | 22.7M | $8.5B | 2.5% | $280.86 | +31.09% | 4 qtrssince 2023-Q1 | Decreased 0 |
AMAZON.COM INC | 24.3M | $3.7B | 1.1% | $104.99 | +44.71% | 4 qtrssince 2023-Q1 | Increased 53 |
JPMORGAN CHASE & CO | 21.3M | $3.6B | 1.1% | $122.18 | +32.55% | 4 qtrssince 2023-Q1 | Increased 52 |
EXXON MOBIL CORP | 32.9M | $3.3B | 1.0% | $98.83 | -6.26% | 4 qtrssince 2023-Q1 | Decreased 0 |
NVIDIA CORP | 6.3M | $3.1B | 0.9% | $35.03 | +41.27% | 4 qtrssince 2023-Q1 | Increased 61 |
META PLATFORMS INC-CLASS A | 8.8M | $3.1B | 0.9% | $206.40 | +70.30% | 4 qtrssince 2023-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 7.2M | $2.6B | 0.8% | $306.08 | +16.53% | 4 qtrssince 2023-Q1 | Increased 45 |
BROADCOM INC | 2.1M | $2.3B | 0.7% | $64.44 | +68.78% | 4 qtrssince 2023-Q1 | Increased 47 |
ALPHABET INC-CL A | 15.7M | $2.2B | 0.6% | $101.45 | +36.66% | 4 qtrssince 2023-Q1 | Increased 45 |
CHEVRON CORP | 13.3M | $2B | 0.6% | $142.82 | -5.24% | 4 qtrssince 2023-Q1 | Decreased 0 |
ELI LILLY & CO | 3.4M | $2B | 0.6% | $343.35 | +66.62% | 4 qtrssince 2023-Q1 | Increased 45 |
ALPHABET INC-CL C | 13.7M | $1.9B | 0.6% | $100.57 | +39.09% | 4 qtrssince 2023-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 6.8M | $1.8B | 0.5% | $221.98 | +14.89% | 4 qtrssince 2023-Q1 | Increased 47 |
PROLOGIS INC | 12.8M | $1.7B | 0.5% | $111.66 | +11.64% | 4 qtrssince 2023-Q1 | Decreased 0 |
COMCAST CORP-CLASS A | 37.7M | $1.7B | 0.5% | $31.37 | +18.15% | 4 qtrssince 2023-Q1 | Decreased 0 |
MASTERCARD INC - A | 3.7M | $1.6B | 0.5% | $355.42 | +18.45% | 4 qtrssince 2023-Q1 | Increased 39 |
JOHNSON & JOHNSON | 10.2M | $1.6B | 0.5% | $141.26 | +2.71% | 4 qtrssince 2023-Q1 | Increased 42 |
SHELL PLC-ADR | 22.6M | $1.5B | 0.4% | $50.16 | +17.74% | 4 qtrssince 2023-Q1 | Decreased 0 |
HOME DEPOT INC | 4.2M | $1.5B | 0.4% | $269.69 | +22.38% | 4 qtrssince 2023-Q1 | Increased 40 |
DIMENSIONAL FUND ADVISORS LP manages $342.5B across 3412 positions as of Q4 2023. Top holdings: AAPL (2.6%), MSFT (2.5%), AMZN (1.1%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2/5.0.
Active quarter - 57 new positions, 112 exits, 1945 increased. Top move: NVDA (INCREASED, conviction 61). Portfolio: $342.5B across 3412 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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