DIMENSIONAL FUND ADVISORS LP
Institutional investor · Portfolio as of Q4 2025
Top Holdings3,240 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 94M | $17.5B | 3.7% | $118.36 | +58.45% | 12 qtrssince 2023-Q1 | Increased 59 |
APPLE INC | 57.6M | $15.7B | 3.3% | $170.77 | +58.77% | 12 qtrssince 2023-Q1 | Increased 59 |
MICROSOFT CORP | 26.5M | $12.8B | 2.7% | $305.34 | +57.39% | 12 qtrssince 2023-Q1 | Increased 56 |
AMAZON.COM INC | 31.7M | $7.3B | 1.5% | $128.60 | +80.81% | 12 qtrssince 2023-Q1 | Increased 53 |
META PLATFORMS INC-CLASS A | 10M | $6.6B | 1.4% | $306.39 | +117.35% | 12 qtrssince 2023-Q1 | Increased 54 |
ALPHABET INC-CL A | 19.1M | $6B | 1.3% | $119.70 | +162.21% | 12 qtrssince 2023-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 18.4M | $5.9B | 1.2% | $126.49 | +154.53% | 12 qtrssince 2023-Q1 | Decreased 0 |
ALPHABET INC-CL C | 14.9M | $4.7B | 1.0% | $117.06 | +168.71% | 12 qtrssince 2023-Q1 | Decreased 0 |
ELI LILLY & CO | 3.8M | $4.1B | 0.9% | $405.35 | +163.85% | 12 qtrssince 2023-Q1 | Increased 45 |
BROADCOM INC | 11.6M | $4B | 0.8% | $176.44 | +95.44% | 12 qtrssince 2023-Q1 | Increased 46 |
JOHNSON & JOHNSON | 17.3M | $3.6B | 0.7% | $144.56 | +40.90% | 12 qtrssince 2023-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 7.1M | $3.6B | 0.7% | $313.65 | +60.60% | 12 qtrssince 2023-Q1 | Increased 45 |
EXXON MOBIL CORP | 26.8M | $3.2B | 0.7% | $100.25 | +19.89% | 12 qtrssince 2023-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 8.5M | $3B | 0.6% | $235.15 | +48.25% | 12 qtrssince 2023-Q1 | Increased 45 |
MASTERCARD INC - A | 4.2M | $2.4B | 0.5% | $375.21 | +53.66% | 12 qtrssince 2023-Q1 | Increased 46 |
CHEVRON CORP | 14.7M | $2.2B | 0.5% | $145.08 | +3.96% | 12 qtrssince 2023-Q1 | Decreased 0 |
TESLA INC | 4.9M | $2.2B | 0.5% | $217.64 | +108.80% | 12 qtrssince 2023-Q1 | Decreased 0 |
CISCO SYSTEMS INC | 28.1M | $2.2B | 0.5% | $47.68 | +61.50% | 12 qtrssince 2023-Q1 | Decreased 0 |
MICRON TECHNOLOGY INC | 6.9M | $2B | 0.4% | $72.17 | +305.48% | 12 qtrssince 2023-Q1 | Decreased 0 |
ABBVIE INC | 8.3M | $1.9B | 0.4% | $145.06 | +53.88% | 12 qtrssince 2023-Q1 | Decreased 0 |
DIMENSIONAL FUND ADVISORS LP manages $476.7B across 3240 positions as of Q4 2025. Top holdings: NVDA (3.7%), AAPL (3.3%), MSFT (2.7%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2/5.0.
Active quarter - 76 new positions, 107 exits, 1594 increased. Top move: NVDA (INCREASED, conviction 59). Portfolio: $476.7B across 3240 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR