DIMENSIONAL FUND ADVISORS LP
Institutional investor · Portfolio as of Q4 2023
Top Holdings3,412 positions
APPLE INC | 46.6M | $9B | 2.6% | $58.92 | +222.83% | 18 qtrssince 2019-Q3 | Decreased 0 |
MICROSOFT CORP | 22.7M | $8.5B | 2.5% | $141.21 | +160.73% | 18 qtrssince 2019-Q3 | Decreased 0 |
AMAZON COM INC | 24.3M | $3.7B | 1.1% | $102.16 | +48.72% | 18 qtrssince 2019-Q3 | Increased 53 |
JPMORGAN CHASE & CO | 21.3M | $3.6B | 1.1% | $102.35 | +55.95% | 18 qtrssince 2019-Q3 | Increased 52 |
EXXON MOBIL CORP | 32.9M | $3.3B | 1.0% | $64.89 | +40.89% | 18 qtrssince 2019-Q3 | Decreased 0 |
NVIDIA CORPORATION | 6.3M | $3.1B | 0.9% | $21.37 | +131.10% | 18 qtrssince 2019-Q3 | Increased 61 |
META PLATFORMS INC | 8.8M | $3.1B | 0.9% | $181.29 | +93.39% | 18 qtrssince 2019-Q3 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 7.2M | $2.6B | 0.8% | $215.76 | +65.30% | 18 qtrssince 2019-Q3 | Increased 45 |
BROADCOM INC | 2.1M | $2.3B | 0.7% | $39.61 | +174.08% | 18 qtrssince 2019-Q3 | Increased 47 |
ALPHABET INC | 15.7M | $2.2B | 0.6% | $70.61 | +95.96% | 18 qtrssince 2019-Q3 | Increased 45 |
CHEVRON CORPORATION | 13.3M | $2B | 0.6% | $105.74 | +25.73% | 18 qtrssince 2019-Q3 | Decreased 0 |
ELI LILLY & CO | 3.4M | $2B | 0.6% | $145.46 | +293.29% | 18 qtrssince 2019-Q3 | Increased 45 |
ALPHABET INC | 13.7M | $1.9B | 0.6% | $65.29 | +113.83% | 18 qtrssince 2019-Q3 | Decreased 0 |
VISA INC | 6.8M | $1.8B | 0.5% | $179.07 | +42.42% | 18 qtrssince 2019-Q3 | Increased 47 |
PROLOGIS INC. | 12.8M | $1.7B | 0.5% | $77.24 | +57.70% | 18 qtrssince 2019-Q3 | Decreased 0 |
COMCAST CORP NEW | 37.7M | $1.7B | 0.5% | $33.54 | +8.80% | 18 qtrssince 2019-Q3 | Decreased 0 |
MASTERCARD INCORPORATED | 3.7M | $1.6B | 0.5% | $272.37 | +53.81% | 18 qtrssince 2019-Q3 | Increased 39 |
JOHNSON & JOHNSON | 10.2M | $1.6B | 0.5% | $117.20 | +23.79% | 18 qtrssince 2019-Q3 | Increased 42 |
SHELL PLC | 22.6M | $1.5B | 0.4% | $46.41 | +27.25% | 8 qtrssince 2022-Q1 | Decreased 0 |
HOME DEPOT INC | 4.2M | $1.5B | 0.4% | $229.92 | +40.49% | 18 qtrssince 2019-Q3 | 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: Balanced Allocator. HoldingsIntel Score: 3/5.0.
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
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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