Institutional investor · Portfolio as of Q1 2024
Quarterly Portfolio Change
DIMENSIONAL FUND ADVISORS LP manages $369.4B across 3386 positions as of Q1 2024. Top holdings: MSFT (2.6%), AAPL (2.3%), NVDA (1.8%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 62 new positions, 87 exits, 1818 increased. Top move: AAPL (INCREASED, conviction 59). Portfolio: $369.4B across 3386 positions.
Top holdings by portfolio weight
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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
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