Dimensional Fund Advisors LP Holdings & Portfolio - 13F Filings Analysis - Stocknear

Dimensional Fund Advisors LP

CIK Number: 0000354204

431.92B
Market Value
3,155
# of Holdings
32 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 13, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 AAPL Apple Inc.
256.87
+1.81% 56.43M +4.71% 12.53B 63.22 3.12% Share
2 NVDA NVIDIA Corporat...
177.69
+0.40% 96.47M -1.13% 10.45B 52.03 2.60% Share
3 MSFT Microsoft Corpo...
506.91
-0.64% 25.47M +2.12% 9.56B 112.05 2.38% Share
4 AMZN Amazon.com, Inc...
218.15
-0.94% 29.92M +3.65% 5.69B 90.15 1.41% Share
5 META Meta Platforms,...
748.91
-1.54% 9.09M +1.12% 5.24B 220.02 1.30% Share
6 JPM JPMorgan Chase ...
313.44
+0.01% 20.1M -5.61% 4.93B 85.63 1.23% Share
7 XOM Exxon Mobil Cor...
115.61
+0.92% 33.12M +0.09% 3.94B 92.82 0.98% Share
8 BRK-B Berkshire Hatha...
495.15
-0.39% 7.33M +0.39% 3.9B 195.1 0.97% Share
9 LLY Eli Lilly and C...
714.37
-3.7% 3.8M +2.54% 3.14B 206.82 0.78% Share
10 V Visa Inc.
334.93
-1.11% 8.47M +0.43% 2.97B 153.37 0.74% Share
11 JNJ Johnson & Johns...
177.75
+0.60% 16.9M +14.42% 2.8B 136.13 0.70% Share
12 GOOGL Alphabet Inc.
245.76
-0.56% 17.98M +1.15% 2.78B 70.48 0.69% Share
13 UNH UnitedHealth Gr...
345.75
-1.72% 5.2M +19.25% 2.72B 342.27 0.68% Share
14 GOOG Alphabet Inc.
246.57
-0.51% 14.86M +1.91% 2.32B 58.04 0.58% Share
15 MA Mastercard Inco...
567.20
-0.28% 4.16M -0.35% 2.28B 182.77 0.57% Share
16 CVX Chevron Corpora...
160.74
+0.98% 12.28M +0.33% 2.05B 133.37 0.51% Share
17 ABBV AbbVie Inc.
218.58
-0.64% 9.41M +0.49% 1.97B 101.57 0.49% Share
18 COST Costco Wholesal...
943.31
-0.21% 2M +1.79% 1.89B 475.6 0.47% Share
19 HD The Home Depot,...
407.65
-0.52% 5M +1.30% 1.83B 216.97 0.46% Share
20 CSCO Cisco Systems, ...
67.85
+0.79% 29.31M -0.38% 1.81B 39.93 0.45% Share
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