Institutional investor · Portfolio as of Q2 2023
DIMENSIONAL FUND ADVISORS LP manages $313.8B across 3479 positions as of Q2 2023. Top holdings: AAPL (3.0%), MSFT (2.5%), XOM (1.1%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 118 new positions, 99 exits, 0 increased. Top move: MSFT (INCREASED, conviction 55). Portfolio: $313.8B across 3479 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile