13F filing · Mar 31, 2025

Dimensional Fund Advisors LP portfolio · Mar 31, 2025

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Frequently asked questions

What did Dimensional Fund Advisors LP hold in Mar 31, 2025?

Dimensional Fund Advisors LP reported 3,320 long holdings for Mar 31, 2025 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 Mar 31, 2025 to see adds, trims, new positions, and exits versus the prior report.

What is Dimensional Fund Advisors LP's largest position?

In the Mar 31, 2025 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 · 2025 Q1↓ 4.01%

AUM (13F)$402BReported long U.S. value

# of holdings3,320Filed 5/13/2025

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

BERKSHBerkshire Hathaway Inc-

ELIELI LILLY & CO

JOHNSOJohnson & Johnson

GOOGALPHABET INC

UNHUNITEDHEALTH GROUP INC

GOOGALPHABET INC

MAMastercard Inc - A

CHEVROChevron Corp

ABBVIEAbbvie Inc

COSTCOCostco Wholesale Corp

HOMEHOME DEPOT INC

CISCOCisco Systems Inc

PROCTEProcter & Gamble Co/The

AVGOBroadcom Inc

SHELLShell Plc-Adr

VERIZOVERIZON COMMUNICATIONS INC

AT&AMPAt&T Inc

Ownership · 5QLatest activityEst. entryPrice · 3M

AAPLApple Inc

7.97%56.43M$12.5B

↑ +4.7%+2.54M shares

—Estimate pending for this holding

—

NVDANVIDIA CORPORATION

6.65%96.47M$10.5B

↓ -1.1%−1.10M shares

—Estimate pending for this holding

—

MSFTMICROSOFT CORP

6.08%25.47M$9.6B

↑ +2.1%+528K shares

—Estimate pending for this holding

—

AMZN.BAAmazon.Com Inc

3.62%29.92M$5.7B

↑ +3.6%+1.05M shares

—Estimate pending for this holding

—

METAMETA PLATFORMS INC

3.33%9.09M$5.2B

↑ +1.1%+101K shares

—Estimate pending for this holding

—

Jpmorgan Chase & CoCUSIP 46625H100

3.14%20.10M$4.9B

↓ -5.6%−1.19M shares

—Estimate pending for this holding

—

Exxon Mobil CorpCUSIP 30231G102

2.51%33.12M$3.9B

↑ +0.1%+28.94K shares

—Estimate pending for this holding

—

Berkshire Hathaway Inc-CUSIP 084670702

2.48%7.33M$3.9B

↑ +0.4%+28.46K shares

—Estimate pending for this holding

—

ELI LILLY & COCUSIP 532457108

1.99%3.80M$3.1B

↑ +2.5%+94.08K shares

—Estimate pending for this holding

—

1.89%8.47M$3B

↑ +0.4%+36.15K shares

—Estimate pending for this holding

—

Johnson & JohnsonCUSIP 478160104

1.78%16.90M$2.8B

↑ +14.4%+2.13M shares

—Estimate pending for this holding

—

GOOGALPHABET INC

1.77%17.98M$2.8B

↑ +1.2%+205K shares

—Estimate pending for this holding

—

UNHUNITEDHEALTH GROUP INC

1.73%5.20M$2.7B

↑ +19.3%+839K shares

—Estimate pending for this holding

—

GOOGALPHABET INC

1.48%14.86M$2.3B

↑ +1.9%+279K shares

—Estimate pending for this holding

—

MAMastercard Inc - A

1.45%4.16M$2.3B

↓ -0.4%−14.79K shares

—Estimate pending for this holding

—

Chevron CorpCUSIP 166764100

1.31%12.28M$2.1B

↑ +0.3%+40.76K shares

—Estimate pending for this holding

—

Abbvie IncCUSIP 00287Y109

1.25%9.41M$2B

↑ +0.5%+45.87K shares

—Estimate pending for this holding

—

Costco Wholesale CorpCUSIP 22160K105

1.20%2M$1.9B

↑ +1.8%+35.11K shares

—Estimate pending for this holding

—

HOME DEPOT INCCUSIP 437076102

1.17%5M$1.8B

↑ +1.3%+64.22K shares

—Estimate pending for this holding

—

Cisco Systems IncCUSIP 17275R102

1.15%29.31M$1.8B

↓ -0.4%−111K shares

—Estimate pending for this holding

—

Procter & Gamble Co/TheCUSIP 742718109

1.13%10.41M$1.8B

↑ +7.2%+697K shares

—Estimate pending for this holding

—

AVGOBroadcom Inc

1.09%10.24M$1.7B

↑ +0.3%+32.23K shares

—Estimate pending for this holding

—

Shell Plc-AdrCUSIP 780259305

1.09%23.27M$1.7B

↑ +2.0%+451K shares

—Estimate pending for this holding

—

VERIZON COMMUNICATIONS INCCUSIP 92343V104

1.02%35.32M$1.6B

↓ -4.2%−1.53M shares

—Estimate pending for this holding

—

At&T IncCUSIP 00206R102

0.96%53.34M$1.5B

↑ +2.5%+1.31M shares

—Estimate pending for this holding

—

WELLS FARGO CO NEWCUSIP 949746101

0.94%20.50M$1.5B

↑ +0.6%+128K shares

—Estimate pending for this holding

—

Prologis IncCUSIP 74340W103

0.91%12.73M$1.4B

↓ -3.0%−397K shares

—Estimate pending for this holding

—

American Tower CorpCUSIP 03027X100

0.90%6.53M$1.4B

↑ +1.4%+88.12K shares

—Estimate pending for this holding

—

WALMART INCCUSIP 931142103

0.88%15.80M$1.4B

↑ +0.1%+8.01K shares

—Estimate pending for this holding

—

Bank Of America CorpCUSIP 060505104

0.85%31.96M$1.3B

↑ +0.6%+189K shares

—Estimate pending for this holding

—

Intl Business MachinesCUSIP 459200101

0.81%5.11M$1.3B

↑ +0.5%+24.79K shares

—Estimate pending for this holding

—

KOCoca-Cola Co/The

0.80%17.54M$1.3B

↓ -1.3%−229K shares

—Estimate pending for this holding

—

ConocophillipsCUSIP 20825C104

0.80%11.96M$1.3B

↓ -0.5%−65.93K shares

—Estimate pending for this holding

—

Comcast Corp-Class ACUSIP 20030N101

0.79%33.60M$1.2B

↓ -2.7%−949K shares

—Estimate pending for this holding

—

TSLATESLA INC

0.78%4.76M$1.2B

↑ +2.6%+120K shares

—Estimate pending for this holding

—

Abbott LaboratoriesCUSIP 002824100

0.77%9.07M$1.2B

↓ -0.5%−42.23K shares

—Estimate pending for this holding

—

DEERE & COCUSIP 244199105

0.76%2.54M$1.2B

↓ -1.6%−42.31K shares

—Estimate pending for this holding

—

Pepsico IncCUSIP 713448108

0.75%7.91M$1.2B

↑ +2.0%+159K shares

—Estimate pending for this holding

—

Gilead Sciences IncCUSIP 375558103

0.75%10.50M$1.2B

↓ -9.5%−1.11M shares

—Estimate pending for this holding

—

ORCLORACLE CORP

0.73%8.25M$1.2B

↑ +2.6%+207K shares

—Estimate pending for this holding

—

Salesforce IncCUSIP 79466L302

0.71%4.18M$1.1B

↑ +8.1%+312K shares

—Estimate pending for this holding

—

LINLINDE PLC

0.71%2.39M$1.1B

↑ +15.7%+325K shares

—Estimate pending for this holding

—

WELLTOWER INCCUSIP 95040Q104

0.71%7.25M$1.1B

↓ -3.0%−227K shares

—Estimate pending for this holding

—

EQUINIX INCCUSIP 29444U700

0.69%1.33M$1.1B

↑ +1.9%+25.29K shares

—Estimate pending for this holding

—

Goldman Sachs Group IncCUSIP 38141G104

0.69%1.98M$1.1B

↓ -6.9%−146K shares

—Estimate pending for this holding

—

TMUST-MOBILE US INC

0.68%4.03M$1.1B

↓ -1.3%−52.27K shares

—Estimate pending for this holding

—

Rtx CorpCUSIP 75513E101

0.65%7.71M$1B

↑ +0.9%+65.49K shares

—Estimate pending for this holding

—

Caterpillar IncCUSIP 149123101

0.65%3.09M$1B

↓ -2.9%−93.76K shares

—Estimate pending for this holding

—

Merck & Co. Inc.CUSIP 58933Y105

0.62%10.91M$980M

↓ -5.7%−663K shares

—Estimate pending for this holding

—

0.62%14.30M$968M

↑ +1.3%+186K 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.