Dimensional Fund Advisors LP

Investment Portfolio & 13F Holdings Analysis

About

DIMENSIONAL FUND ADVISORS LP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 13824 holdings worth $402.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 13,824
Total Value: 402314855388
Accession Number: 0000354204-25-000866
Form Type: 13F-HR
CIK: 0000354204
Manager Name: Dimensional Fund Advisors LP

Data Enrichment

98% identified

13,500 identified324 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

13,824 positions • $402,314,855.388K total value

13,824 positions

Manager:

SEC FilingSEC DataHachi Filing

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Apple Inc.

AAPL|037833100

56429484(+4.7%)

Value:

$12.5T(-7.1%)

NVIDIA CORP

NVDA|67066G104

96472254(-1.1%)

Value:

$10.5T(-20.2%)

MICROSOFT CORP

MSFT|594918104

25467476(+2.1%)

Value:

$9.6T(-9.1%)

AMAZON COM INC

AMZN|023135106

29917012(+3.6%)

Value:

$5.7T(-10.1%)

Meta Platforms, Inc.

META|30303M102

9085387(+1.1%)

Value:

$5.2T(-0.5%)

JPMORGAN CHASE & CO

JPM|46625H100

20098773(-5.6%)

Value:

$4.9T(-3.4%)

EXXON MOBIL CORP

XOM|30231G102

33123517(+0.1%)

Value:

$3.9T(+10.7%)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

7327645(+0.4%)

Value:

$3.9T(+17.9%)

ELI LILLY & Co

LLY|532457108

3796285(+2.5%)

Value:

$3.1T(+9.7%)

VISA INC.

V|92826C839

8471084(+0.4%)

Value:

$3.0T(+11.3%)

JOHNSON & JOHNSON

JNJ|478160104

16903105(+14.4%)

Value:

$2.8T(+31.2%)

Alphabet Inc.

GOOGL|02079K305

17977378(+1.1%)

Value:

$2.8T(-17.4%)

UNITEDHEALTH GROUP INC

UNH|91324P102

5197427(+19.3%)

Value:

$2.7T(+23.4%)

Alphabet Inc.

GOOG|02079K107

14862649(+1.9%)

Value:

$2.3T(-16.4%)

Mastercard Inc

MA|57636Q104

4160820(-0.3%)

Value:

$2.3T(+3.7%)

CHEVRON CORP

CVX|166764100

12281983(+0.3%)

Value:

$2.1T(+15.9%)

AbbVie Inc.

ABBV|00287Y109

9413033(+0.5%)

Value:

$2.0T(+18.5%)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

1997863(+1.8%)

Value:

$1.9T(+5.0%)

HOME DEPOT, INC.

HD|437076102

5004784(+1.3%)

Value:

$1.8T(-4.6%)

CISCO SYSTEMS, INC.

CSCO|17275R102

29307776(-0.4%)

Value:

$1.8T(+3.8%)

Instrument	Shares		Other Manager	Value
Apple Inc.(AAPLcusip037833100)	56.4M	QoQ +4.70% (-2.5M) YoY +12.41% (+6.2M)	All Managers (Combined)	$12.5B	QoQ -7.14% (-$963.8M) YoY +45.60% (+$3925.1M)
Nvidia Corp(NVDAcusip67066G104)	96.5M	QoQ -1.12% (-1.1M) YoY +1182.14% (+88.9M)	All Managers (Combined)	$10.5B	QoQ -20.22% (-$2651.2M) YoY +53.77% (+$3656.1M)
Microsoft Corp(MSFTcusip594918104)	25.5M	QoQ +2.11% (-527.6K) YoY +13.04% (+2.9M)	All Managers (Combined)	$9.6B	QoQ -9.06% (-$953.1M) YoY +0.86% (+$81.8M)
Amazon Com Inc(AMZNcusip023135106)	29.9M	QoQ +3.64% (-1.1M) YoY +20.05% (+5.0M)	All Managers (Combined)	$5.7B	QoQ -10.12% (-$641.3M) YoY +26.62% (+$1196.8M)
Meta Platforms, Inc.(METAcusip30303M102)	9.1M	QoQ +1.12% (-100.9K) YoY +20.40% (+1.5M)	All Managers (Combined)	$5.2B	QoQ -0.47% (-$25.2M) YoY +42.89% (+$1571.8M)
Jpmorgan Chase & Co(JPMcusip46625H100)	20.1M	QoQ -5.60% (-1.2M) YoY -7.19% (-1.6M)	All Managers (Combined)	$4.9B	QoQ -3.41% (-$174.5M) YoY +13.64% (-$591.7M)
Exxon Mobil Corp(XOMcusip30231G102)	33.1M	QoQ +0.08% (+28.9K) YoY +5.27% (+1.7M)	All Managers (Combined)	$3.9B	QoQ +10.66% (+$379.5M) YoY +7.70% (+$281.8M)
Berkshire Hathaway Inc(BRK-Bcusip084670702)	7.3M	QoQ +0.38% (+28.5K) YoY +0.82% (+60.2K)	All Managers (Combined)	$3.9B	QoQ +17.93% (+$593.4M) YoY +27.67% (+$845.9M)
Eli Lilly & Co(LLYcusip532457108)	3.8M	QoQ +2.54% (+94.1K) YoY +11.34% (+386.8K)	All Managers (Combined)	$3.1B	QoQ +9.69% (+$277.1M) YoY +18.20% (+$482.9M)
Visa Inc.(Vcusip92826C839)	8.5M	QoQ +0.42% (+36.1K) YoY +21.27% (+1.5M)	All Managers (Combined)	$3.0B	QoQ +11.34% (+$302.5M) YoY +52.26% (+$1018.9M)
Johnson & Johnson(JNJcusip478160104)	16.9M	QoQ +14.41% (+2.1M) YoY +49.34% (+5.6M)	All Managers (Combined)	$2.8B	QoQ +31.20% (+$666.7M) YoY +56.55% (+$1012.6M)
Alphabet Inc.(GOOGLcusip02079K305)	18.0M	QoQ +1.15% (-205.1K) YoY +9.49% (+1.6M)	All Managers (Combined)	$2.8B	QoQ -17.37% (-$584.7M) YoY +12.18% (+$301.9M)
Unitedhealth Group Inc(UNHcusip91324P102)	5.2M	QoQ +19.25% (+839.0K) YoY +77.01% (+2.3M)	All Managers (Combined)	$2.7B	QoQ +23.45% (+$517.1M) YoY +87.39% (+$1269.4M)
Alphabet Inc.(GOOGcusip02079K107)	14.9M	QoQ +1.91% (-279.1K) YoY +5.99% (+841.2K)	All Managers (Combined)	$2.3B	QoQ -16.40% (-$455.7M) YoY +8.75% (+$187.0M)
Mastercard Inc(MAcusip57636Q104)	4.2M	QoQ -0.35% (-14.8K) YoY +10.67% (+401.3K)	All Managers (Combined)	$2.3B	QoQ +3.71% (-$81.7M) YoY +25.96% (+$470.0M)
Chevron Corp(CVXcusip166764100)	12.3M	QoQ +0.33% (+40.8K) YoY -4.74% (-612.2K)	All Managers (Combined)	$2.1B	QoQ +15.88% (+$281.6M) YoY +1.01% (-$20.6M)
Abbvie Inc.(ABBVcusip00287Y109)	9.4M	QoQ +0.48% (+45.9K) YoY +14.54% (+1.2M)	All Managers (Combined)	$2.0B	QoQ +18.47% (+$307.6M) YoY +31.78% (+$475.6M)
Costco Wholesale Corp /New(COSTcusip22160K105)	2.0M	QoQ +1.78% (+35.1K) YoY +66.58% (+798.6K)	All Managers (Combined)	$1.9B	QoQ +5.05% (+$90.9M) YoY +115.03% (+$1010.7M)
Home Depot, Inc.(HDcusip437076102)	5.0M	QoQ +1.29% (-64.2K) YoY +16.12% (+694.9K)	All Managers (Combined)	$1.8B	QoQ -4.57% (-$87.8M) YoY +10.93% (+$180.7M)
Cisco Systems, Inc.(CSCOcusip17275R102)	29.3M	QoQ -0.37% (-111.3K) YoY +35.89% (+7.7M)	All Managers (Combined)	$1.8B	QoQ +3.83% (-$66.8M) YoY +68.00% (+$732.0M)