DIMENSIONAL FUND ADVISORS LP
Institutional investor · Portfolio as of Q4 2024
Top Holdings3,339 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 53.9M | $13.5B | 3.2% | $167.18 | +48.72% | 8 qtrssince 2023-Q1 | Increased 60 |
NVIDIA CORP | 97.6M | $13.1B | 3.1% | $117.67 | +16.81% | 8 qtrssince 2023-Q1 | Increased 60 |
MICROSOFT CORP | 24.9M | $10.5B | 2.5% | $295.49 | +40.71% | 8 qtrssince 2023-Q1 | Increased 56 |
AMAZON.COM INC | 28.9M | $6.3B | 1.5% | $119.43 | +85.30% | 8 qtrssince 2023-Q1 | Increased 52 |
META PLATFORMS INC-CLASS A | 9M | $5.3B | 1.3% | $263.80 | +123.42% | 8 qtrssince 2023-Q1 | Increased 54 |
JPMORGAN CHASE & CO | 21.3M | $5.1B | 1.2% | $126.49 | +84.44% | 8 qtrssince 2023-Q1 | Decreased 0 |
EXXON MOBIL CORP | 33.1M | $3.6B | 0.9% | $100.24 | +1.10% | 8 qtrssince 2023-Q1 | Decreased 0 |
ALPHABET INC-CL A | 17.8M | $3.4B | 0.8% | $109.61 | +73.80% | 8 qtrssince 2023-Q1 | Increased 45 |
BERKSHIRE HATHAWAY INC-CL B | 7.3M | $3.3B | 0.8% | $312.61 | +44.64% | 8 qtrssince 2023-Q1 | Decreased 0 |
ELI LILLY & CO | 3.7M | $2.9B | 0.7% | $386.24 | +97.44% | 8 qtrssince 2023-Q1 | Increased 45 |
ALPHABET INC-CL C | 14.6M | $2.8B | 0.7% | $105.54 | +81.86% | 8 qtrssince 2023-Q1 | Increased 45 |
VISA INC-CLASS A SHARES | 8.4M | $2.7B | 0.6% | $231.84 | +34.55% | 8 qtrssince 2023-Q1 | Increased 47 |
BROADCOM INC | 10.2M | $2.4B | 0.6% | $157.44 | +45.40% | 8 qtrssince 2023-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 4.4M | $2.2B | 0.5% | $469.05 | +5.66% | 8 qtrssince 2023-Q1 | Increased 49 |
MASTERCARD INC - A | 4.2M | $2.2B | 0.5% | $366.53 | +42.35% | 8 qtrssince 2023-Q1 | Increased 45 |
JOHNSON & JOHNSON | 14.8M | $2.1B | 0.5% | $141.96 | -2.72% | 8 qtrssince 2023-Q1 | Increased 47 |
HOME DEPOT INC | 4.9M | $1.9B | 0.5% | $282.76 | +34.37% | 8 qtrssince 2023-Q1 | Increased 39 |
TESLA INC | 4.6M | $1.9B | 0.4% | $203.63 | +104.98% | 8 qtrssince 2023-Q1 | Decreased 0 |
COSTCO WHOLESALE CORP | 2M | $1.8B | 0.4% | $627.73 | +44.57% | 8 qtrssince 2023-Q1 | Increased 42 |
CHEVRON CORP | 12.2M | $1.8B | 0.4% | $142.80 | -5.18% | 8 qtrssince 2023-Q1 | 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: Steady Compounder. HoldingsIntel Score: 2/5.0.
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
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