Institutional investor · Portfolio as of Q1 2025
Quarterly Portfolio Change
DIMENSIONAL FUND ADVISORS LP manages $402.3B across 3319 positions as of Q1 2025. Top holdings: AAPL (3.1%), NVDA (2.6%), MSFT (2.4%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 61 new positions, 80 exits, 1744 increased. Top move: AAPL (INCREASED, conviction 61). Portfolio: $402.3B across 3319 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