Institutional investor · Portfolio as of Q3 2024
Quarterly Portfolio Change
DIMENSIONAL FUND ADVISORS LP manages $412.3B across 3348 positions as of Q3 2024. Top holdings: AAPL (3.0%), NVDA (2.8%), MSFT (2.6%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 69 new positions, 93 exits, 1713 increased. Top move: NVDA (INCREASED, conviction 56). Portfolio: $412.3B across 3348 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