How many stocks does DIMENSIONAL FUND ADVISORS LP own?

As of Q2 2025, DIMENSIONAL FUND ADVISORS LP holds 3,272 positions in their 13F portfolio.

What is DIMENSIONAL FUND ADVISORS LP's largest holding?

NVDA at 3.4% of portfolio, worth $14.8B.

What is DIMENSIONAL FUND ADVISORS LP's total portfolio value?

$431.9B as of Q2 2025, tracked across 3,272 holdings.

Is DIMENSIONAL FUND ADVISORS LP a hedge fund?

DIMENSIONAL FUND ADVISORS LP is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does DIMENSIONAL FUND ADVISORS LP report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has DIMENSIONAL FUND ADVISORS LP's portfolio changed in Q2 2025?

View DIMENSIONAL FUND ADVISORS LP's latest portfolio changes, new positions, and exits for Q2 2025 on HoldingsIntel.

What is DIMENSIONAL FUND ADVISORS LP's investment strategy?

DIMENSIONAL FUND ADVISORS LP is classified as a Steady Compounder fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

HoldingsIntel

DIMENSIONAL FUND ADVISORS LP Holdings Q1 2026 - Portfolio & Conviction Scores | HoldingsIntel

DIMENSIONAL FUND ADVISORS LP

Institutional investor · Portfolio as of Q2 2025

SEC EDGAR SourceSEC Filings

$431.9B

AUM

3,272

Positions

Q2 2025

Filing

Rating · 2.5

Quarterly Portfolio Change

Activity profile

$ moved · Q2'25

New1%Increased47%Decreased48%Exited4%

Composition

Equity vs derivatives

Equity100%Puts0%Calls0%

Holding period

Avg 2.1 years

<1Q1%1-4Q4%1-2Y5%2Y+90%

Q2 2025 Summary

Active quarter - 59 new positions, 107 exits, 1644 increased. Top move: AAPL (INCREASED, conviction 55). Portfolio: $431.9B across 3272 positions.

Portfolio Allocation

Top holdings by portfolio weight

NVDA3.42%

MSFT2.93%

AAPL2.71%

META1.56%

AMZN1.51%

JPM1.29%

GOOGL0.83%

XOM0.80%

BRK/B0.80%

GOOG0.70%

Other0.68%

Sector Breakdown

Portfolio allocation by GICS sector

Technology20.73%

Financial Services18.26%

Industrials12.16%

Consumer Cyclical10.28%

Healthcare9.38%

Communication Services6.60%

Energy5.81%

Consumer Defensive5.40%

Real Estate4.63%

Basic Materials3.99%

Other2.75%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

CELC1Q held

CELCUITY INC

Avg $12.54 · $3.1M est. P&L

Est. P&L

+997.93%

VST10Q held

VISTRA CORP

Avg $24.21 · $640.5M est. P&L

Est. P&L

+703.75%

IMUX10Q held

IMMUNIC INC

Avg $1.54 · $138,555 est. P&L

Est. P&L

+682.23%

Top Losers

Upgrade to Pro to see the worst-performing positions.

View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings3,272 positions

Export CSV(Pro)

Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
NVDA NVIDIA CORPORATION	93.5M	$14.8B	3.4%	—	$117.67	+34.04%	10 qtrssince 2023-Q1	Decreased 0
MSFT MICROSOFT CORP	25.4M	$12.6B	2.9%	—	$295.35	+67.33%	10 qtrssince 2023-Q1	Decreased 0
AAPL APPLE INC	57.1M	$11.7B	2.7%	—	$168.06	+19.28%	10 qtrssince 2023-Q1	Increased 55
META META PLATFORMS INC	9.1M	$6.7B	1.6%	—	$269.64	+171.67%	10 qtrssince 2023-Q1	Increased 50
AMZN AMAZON COM INC	29.8M	$6.5B	1.5%	—	$122.01	+83.02%	10 qtrssince 2023-Q1	Decreased 0
JPM JPMORGAN CHASE & CO	19.3M	$5.6B	1.3%	—	$126.49	+123.78%	10 qtrssince 2023-Q1	Decreased 0
GOOGL ALPHABET INC	20.3M	$3.6B	0.8%	—	$117.84	+51.27%	10 qtrssince 2023-Q1	Increased 51
XOM EXXON MOBIL CORP	32.2M	$3.5B	0.8%	—	$100.25	+6.45%	10 qtrssince 2023-Q1	Decreased 0
BRK/B BERKSHIRE HATHAWAY INC DEL	7.1M	$3.5B	0.8%	—	$313.44	+54.95%	10 qtrssince 2023-Q1	Decreased 0
GOOG ALPHABET INC	17M	$3B	0.7%	—	$115.64	+53.92%	10 qtrssince 2023-Q1	Increased 51
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