13F filing · Dec 31, 2024

Dimensional Fund Advisors LP portfolio · Dec 31, 2024

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Frequently asked questions

What did Dimensional Fund Advisors LP hold in Dec 31, 2024?

Dimensional Fund Advisors LP reported 3,339 long holdings for Dec 31, 2024 in its 13F filing on Insider Deck.

What did Dimensional Fund Advisors LP buy last quarter?

Open the trades lens on the Dimensional Fund Advisors LP filing for Dec 31, 2024 to see adds, trims, new positions, and exits versus the prior report.

What is Dimensional Fund Advisors LP's largest position?

In the Dec 31, 2024 filing, one of the largest reported positions is AAPL.

Institutional portfolio research

Dimensional Fund Advisors LP

Hedge fundDimensional Fund Advisors LP

Portfolio managerDimensional Fund Advisors LP

Performance · 2024 Q4↓ 0.62%

AUM (13F)$416BReported long U.S. value

# of holdings3,339Filed 2/13/2025

13F

Mar 2026LatestDec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024Jun 2024

Top Holdings

Stocks concentration

AAPLApple Inc

NVDANVIDIA CORPORATION

MSFTMICROSOFT CORP

AMZNAmazon.Com Inc

METAMETA PLATFORMS INC

JPMORGJpmorgan Chase & Co

EXXONExxon Mobil Corp

GOOGALPHABET INC

BERKSHBerkshire Hathaway Inc-

ELIELI LILLY & CO

GOOGALPHABET INC

AVGOBroadcom Inc

UNHUNITEDHEALTH GROUP INC

MAMastercard Inc - A

JOHNSOJohnson & Johnson

HOMEHOME DEPOT INC

TSLATESLA INC

COSTCOCostco Wholesale Corp

CHEVROChevron Corp

CISCOCisco Systems Inc

ABBVIEAbbvie Inc

PROCTEProcter & Gamble Co/The

VERIZOVERIZON COMMUNICATIONS INC

WELLSWELLS FARGO CO NEW

Ownership · 5QLatest activityEst. entryPrice · 3M

AAPLApple Inc

8.42%53.89M$13.5B

↑ +2.4%+1.28M shares

—Estimate pending for this holding

—

NVDANVIDIA CORPORATION

8.17%97.57M$13.1B

↑ +2.9%+2.79M shares

—Estimate pending for this holding

—

MSFTMICROSOFT CORP

6.56%24.94M$10.5B

↑ +2.0%+488K shares

—Estimate pending for this holding

—

AMZN.BAAmazon.Com Inc

3.95%28.86M$6.3B

↑ +3.8%+1.05M shares

—Estimate pending for this holding

—

METAMETA PLATFORMS INC

3.28%8.98M$5.3B

↑ +6.3%+530K shares

—Estimate pending for this holding

—

Jpmorgan Chase & CoCUSIP 46625H100

3.18%21.29M$5.1B

↓ -2.6%−561K shares

—Estimate pending for this holding

—

Exxon Mobil CorpCUSIP 30231G102

2.22%33.09M$3.6B

↓ -8.3%−3.01M shares

—Estimate pending for this holding

—

GOOGALPHABET INC

2.10%17.77M$3.4B

↑ +1.2%+207K shares

—Estimate pending for this holding

—

Berkshire Hathaway Inc-CUSIP 084670702

2.06%7.30M$3.3B

↓ -3.2%−242K shares

—Estimate pending for this holding

—

ELI LILLY & COCUSIP 532457108

1.78%3.70M$2.9B

↑ +1.3%+47.37K shares

—Estimate pending for this holding

—

GOOGALPHABET INC

1.73%14.58M$2.8B

↑ +0.5%+77.24K shares

—Estimate pending for this holding

—

1.66%8.43M$2.7B

↑ +3.4%+275K shares

—Estimate pending for this holding

—

AVGOBroadcom Inc

1.48%10.21M$2.4B

↓ -1.8%−191K shares

—Estimate pending for this holding

—

UNHUNITEDHEALTH GROUP INC

1.38%4.36M$2.2B

↑ +8.6%+344K shares

—Estimate pending for this holding

—

MAMastercard Inc - A

1.37%4.18M$2.2B

↑ +0.4%+17.55K shares

—Estimate pending for this holding

—

Johnson & JohnsonCUSIP 478160104

1.33%14.77M$2.1B

↑ +4.5%+636K shares

—Estimate pending for this holding

—

HOME DEPOT INCCUSIP 437076102

1.20%4.94M$1.9B

↑ +2.5%+122K shares

—Estimate pending for this holding

—

TSLATESLA INC

1.17%4.64M$1.9B

↓ -1.0%−45.96K shares

—Estimate pending for this holding

—

Costco Wholesale CorpCUSIP 22160K105

1.12%1.96M$1.8B

↑ +8.8%+159K shares

—Estimate pending for this holding

—

Chevron CorpCUSIP 166764100

1.11%12.24M$1.8B

↑ +0.5%+63.55K shares

—Estimate pending for this holding

—

Cisco Systems IncCUSIP 17275R102

1.09%29.42M$1.7B

↑ +2.4%+682K shares

—Estimate pending for this holding

—

Abbvie IncCUSIP 00287Y109

1.04%9.37M$1.7B

↑ +1.2%+109K shares

—Estimate pending for this holding

—

Procter & Gamble Co/TheCUSIP 742718109

1.02%9.71M$1.6B

↑ +2.8%+268K shares

—Estimate pending for this holding

—

VERIZON COMMUNICATIONS INCCUSIP 92343V104

0.92%36.85M$1.5B

↑ +2.8%+991K shares

—Estimate pending for this holding

—

WELLS FARGO CO NEWCUSIP 949746101

0.89%20.37M$1.4B

↑ +1.2%+238K shares

—Estimate pending for this holding

—

Shell Plc-AdrCUSIP 780259305

0.89%22.82M$1.4B

↓ -0.4%−100K shares

—Estimate pending for this holding

—

WALMART INCCUSIP 931142103

0.89%15.79M$1.4B

↓ -0.0%−789 shares

—Estimate pending for this holding

—

Bank Of America CorpCUSIP 060505104

0.87%31.77M$1.4B

↓ -2.4%−766K shares

—Estimate pending for this holding

—

Prologis IncCUSIP 74340W103

0.87%13.12M$1.4B

↑ +0.2%+24.52K shares

—Estimate pending for this holding

—

ORCLORACLE CORP

0.84%8.05M$1.3B

↑ +4.3%+335K shares

—Estimate pending for this holding

—

Comcast Corp-Class ACUSIP 20030N101

0.81%34.55M$1.3B

↓ -1.1%−375K shares

—Estimate pending for this holding

—

Salesforce IncCUSIP 79466L302

0.81%3.87M$1.3B

↓ -3.9%−156K shares

—Estimate pending for this holding

—

EQUINIX INCCUSIP 29444U700

0.77%1.31M$1.2B

↓ -0.0%−365 shares

—Estimate pending for this holding

—

Goldman Sachs Group IncCUSIP 38141G104

0.76%2.13M$1.2B

↑ +1.0%+20.32K shares

—Estimate pending for this holding

—

ConocophillipsCUSIP 20825C104

0.74%12.02M$1.2B

↑ +9.9%+1.08M shares

—Estimate pending for this holding

—

At&T IncCUSIP 00206R102

0.74%52.03M$1.2B

↑ +6.1%+2.99M shares

—Estimate pending for this holding

—

American Tower CorpCUSIP 03027X100

0.74%6.45M$1.2B

↓ -0.8%−50.64K shares

—Estimate pending for this holding

—

Pepsico IncCUSIP 713448108

0.73%7.75M$1.2B

↑ +2.1%+159K shares

—Estimate pending for this holding

—

Caterpillar IncCUSIP 149123101

0.72%3.18M$1.2B

↑ +2.7%+82.58K shares

—Estimate pending for this holding

—

Merck & Co. Inc.CUSIP 58933Y105

0.72%11.58M$1.2B

↑ +63.1%+4.48M shares

—Estimate pending for this holding

—

Intl Business MachinesCUSIP 459200101

0.70%5.08M$1.1B

↑ +2.0%+99.51K shares

—Estimate pending for this holding

—

KOCoca-Cola Co/The

0.69%17.77M$1.1B

↑ +14.8%+2.28M shares

—Estimate pending for this holding

—

DEERE & COCUSIP 244199105

0.68%2.59M$1.1B

↑ +7.7%+184K shares

—Estimate pending for this holding

—

Gilead Sciences IncCUSIP 375558103

0.67%11.61M$1.1B

↓ -0.5%−61.77K shares

—Estimate pending for this holding

—

Abbott LaboratoriesCUSIP 002824100

0.64%9.11M$1B

↑ +7.0%+596K shares

—Estimate pending for this holding

—

Morgan StanleyCUSIP 617446448

0.63%7.98M$1B

↓ -1.5%−118K shares

—Estimate pending for this holding

—

TMOTHERMO FISHER SCIENTIFIC INC

0.62%1.90M$988M

↑ +11.3%+192K shares

—Estimate pending for this holding

—

WELLTOWER INCCUSIP 95040Q104

0.59%7.48M$942M

↓ -3.6%−283K shares

—Estimate pending for this holding

—

AXPAmerican Express Co

0.57%3.05M$906M

↑ +4.3%+126K shares

—Estimate pending for this holding

—

TMUST-MOBILE US INC

0.56%4.08M$902M

↑ +0.6%+25.67K shares

—Estimate pending for this holding

—

Methodology13F filings report quarter-end positions, not trade fills. Estimated entry prices reconstruct rolling cost basis from share changes and Yahoo quarter-average closes. Performance is a derived prior-book return, not licensed fund NAV. Options and unresolved CUSIPs are excluded from estimates.