DIMENSIONAL FUND ADVISORS LP
Institutional investor · Portfolio as of Q4 2024
Top Holdings3,339 positions
APPLE INC | 53.9M | $13.5B | 3.2% | $78.53 | +216.59% | 22 qtrssince 2019-Q3 | Increased 60 |
NVIDIA CORPORATION | 97.6M | $13.1B | 3.1% | $53.19 | +151.79% | 22 qtrssince 2019-Q3 | Increased 60 |
MICROSOFT CORP | 24.9M | $10.5B | 2.5% | $169.34 | +145.52% | 22 qtrssince 2019-Q3 | Increased 56 |
AMAZON COM INC | 28.9M | $6.3B | 1.5% | $116.91 | +87.67% | 22 qtrssince 2019-Q3 | Increased 52 |
META PLATFORMS INC | 9M | $5.3B | 1.3% | $242.54 | +140.03% | 22 qtrssince 2019-Q3 | Increased 54 |
JPMORGAN CHASE & CO | 21.3M | $5.1B | 1.2% | $107.68 | +113.88% | 22 qtrssince 2019-Q3 | Decreased 0 |
EXXON MOBIL CORP | 33.1M | $3.6B | 0.9% | $71.01 | +43.25% | 22 qtrssince 2019-Q3 | Decreased 0 |
ALPHABET INC | 17.8M | $3.4B | 0.8% | $82.36 | +128.51% | 22 qtrssince 2019-Q3 | Increased 45 |
BERKSHIRE HATHAWAY INC DEL | 7.3M | $3.3B | 0.8% | $228.10 | +98.72% | 22 qtrssince 2019-Q3 | Decreased 0 |
ELI LILLY & CO | 3.7M | $2.9B | 0.7% | $204.73 | +272.50% | 22 qtrssince 2019-Q3 | Increased 45 |
ALPHABET INC | 14.6M | $2.8B | 0.7% | $72.61 | +160.75% | 22 qtrssince 2019-Q3 | Increased 45 |
VISA INC | 8.4M | $2.7B | 0.6% | $197.27 | +58.13% | 22 qtrssince 2019-Q3 | Increased 47 |
BROADCOM INC | 10.2M | $2.4B | 0.6% | $39.61 | +476.92% | 22 qtrssince 2019-Q3 | Decreased 0 |
UNITEDHEALTH GROUP INC | 4.4M | $2.2B | 0.5% | $341.91 | +41.60% | 22 qtrssince 2019-Q3 | Increased 49 |
MASTERCARD INCORPORATED | 4.2M | $2.2B | 0.5% | $291.87 | +78.24% | 22 qtrssince 2019-Q3 | Increased 45 |
JOHNSON & JOHNSON | 14.8M | $2.1B | 0.5% | $125.40 | +10.13% | 22 qtrssince 2019-Q3 | Increased 47 |
HOME DEPOT INC | 4.9M | $1.9B | 0.5% | $247.92 | +49.83% | 22 qtrssince 2019-Q3 | Increased 39 |
TESLA INC | 4.6M | $1.9B | 0.4% | $161.11 | +150.66% | 22 qtrssince 2019-Q3 | Decreased 0 |
COSTCO WHOLESALE CORPORATION | 2M | $1.8B | 0.4% | $513.31 | +76.79% | 22 qtrssince 2019-Q3 | Increased 42 |
CHEVRON CORPORATION | 12.2M | $1.8B | 0.4% | $106.25 | +26.74% | 22 qtrssince 2019-Q3 | Increased 38 |
DIMENSIONAL FUND ADVISORS LP manages $416.4B across 3339 positions as of Q4 2024. Top holdings: AAPL (3.2%), NVDA (3.1%), MSFT (2.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 75 new positions, 85 exits, 1883 increased. Top move: AAPL (INCREASED, conviction 60). Portfolio: $416.4B across 3339 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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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