13F filing · Jun 30, 2025

Dimensional Fund Advisors LP portfolio · Jun 30, 2025

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Frequently asked questions

What did Dimensional Fund Advisors LP hold in Jun 30, 2025?

Dimensional Fund Advisors LP reported 3,272 long holdings for Jun 30, 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 Jun 30, 2025 to see adds, trims, new positions, and exits versus the prior report.

What is Dimensional Fund Advisors LP's largest position?

In the Jun 30, 2025 filing, one of the largest reported positions is NVDA.

Institutional portfolio research

Dimensional Fund Advisors LP

Hedge fundDimensional Fund Advisors LP

Portfolio managerDimensional Fund Advisors LP

Performance · 2025 Q2↑ 6.88%

AUM (13F)$432BReported long U.S. value

# of holdings3,272Filed 8/12/2025

13F

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

Top Holdings

Stocks concentration

NVDANVIDIA CORPORATION

MSFTMICROSOFT CORP

AAPLApple Inc

METAMETA PLATFORMS INC

AMZNAmazon.Com Inc

JPMORGJpmorgan Chase & Co

GOOGALPHABET INC

EXXONExxon Mobil Corp

BERKSHBerkshire Hathaway Inc-

GOOGALPHABET INC

AVGOBroadcom Inc

ELIELI LILLY & CO

JOHNSOJohnson & Johnson

MAMastercard Inc - A

CISCOCisco Systems Inc

HOMEHOME DEPOT INC

COSTCOCostco Wholesale Corp

PROCTEProcter & Gamble Co/The

ORCLORACLE CORP

ABBVIEAbbvie Inc

UNHUNITEDHEALTH GROUP INC

SHELLShell Plc-Adr

CHEVROChevron Corp

AT&AMPAt&T Inc

Ownership · 5QLatest activityEst. entryPrice · 3M

NVDANVIDIA CORPORATION

8.63%93.49M$14.8B

↓ -3.1%−2.98M shares

—Estimate pending for this holding

—

MSFTMICROSOFT CORP

7.39%25.43M$12.6B

↓ -0.1%−37.13K shares

—Estimate pending for this holding

—

AAPLApple Inc

6.84%57.09M$11.7B

↑ +1.2%+656K shares

—Estimate pending for this holding

—

METAMETA PLATFORMS INC

3.94%9.13M$6.7B

↑ +0.5%+46.64K shares

—Estimate pending for this holding

—

AMZN.BAAmazon.Com Inc

3.82%29.80M$6.5B

↓ -0.4%−113K shares

—Estimate pending for this holding

—

Jpmorgan Chase & CoCUSIP 46625H100

3.27%19.28M$5.6B

↓ -4.1%−818K shares

—Estimate pending for this holding

—

GOOGALPHABET INC

2.09%20.28M$3.6B

↑ +12.8%+2.30M shares

—Estimate pending for this holding

—

Exxon Mobil CorpCUSIP 30231G102

2.03%32.23M$3.5B

↓ -2.7%−895K shares

—Estimate pending for this holding

—

Berkshire Hathaway Inc-CUSIP 084670702

2.02%7.12M$3.5B

↓ -2.8%−206K shares

—Estimate pending for this holding

—

GOOGALPHABET INC

1.77%17.04M$3B

↑ +14.7%+2.18M shares

—Estimate pending for this holding

—

1.72%8.31M$3B

↓ -1.9%−161K shares

—Estimate pending for this holding

—

AVGOBroadcom Inc

1.70%10.56M$2.9B

↑ +3.1%+316K shares

—Estimate pending for this holding

—

ELI LILLY & COCUSIP 532457108

1.68%3.69M$2.9B

↓ -2.8%−106K shares

—Estimate pending for this holding

—

Johnson & JohnsonCUSIP 478160104

1.66%18.58M$2.8B

↑ +9.9%+1.68M shares

—Estimate pending for this holding

—

MAMastercard Inc - A

1.31%4M$2.3B

↓ -3.8%−156K shares

—Estimate pending for this holding

—

Cisco Systems IncCUSIP 17275R102

1.16%28.55M$2B

↓ -2.6%−756K shares

—Estimate pending for this holding

—

HOME DEPOT INCCUSIP 437076102

1.08%5.03M$1.8B

↑ +0.5%+24.19K shares

—Estimate pending for this holding

—

Costco Wholesale CorpCUSIP 22160K105

1.08%1.86M$1.8B

↓ -7.0%−139K shares

—Estimate pending for this holding

—

Procter & Gamble Co/TheCUSIP 742718109

1.07%11.48M$1.8B

↑ +10.3%+1.07M shares

—Estimate pending for this holding

—

ORCLORACLE CORP

1.06%8.32M$1.8B

↑ +0.8%+67.65K shares

—Estimate pending for this holding

—

Abbvie IncCUSIP 00287Y109

1.03%9.50M$1.8B

↑ +0.9%+83.73K shares

—Estimate pending for this holding

—

UNHUNITEDHEALTH GROUP INC

1.01%5.52M$1.7B

↑ +6.2%+320K shares

—Estimate pending for this holding

—

Shell Plc-AdrCUSIP 780259305

0.99%24.17M$1.7B

↑ +3.8%+893K shares

—Estimate pending for this holding

—

Chevron CorpCUSIP 166764100

0.98%11.76M$1.7B

↓ -4.2%−522K shares

—Estimate pending for this holding

—

At&T IncCUSIP 00206R102

0.96%56.52M$1.6B

↑ +6.0%+3.18M shares

—Estimate pending for this holding

—

WELLS FARGO CO NEWCUSIP 949746101

0.94%20.01M$1.6B

↓ -2.4%−485K shares

—Estimate pending for this holding

—

WALMART INCCUSIP 931142103

0.88%15.40M$1.5B

↓ -2.5%−396K shares

—Estimate pending for this holding

—

Intl Business MachinesCUSIP 459200101

0.87%5.03M$1.5B

↓ -1.5%−79.08K shares

—Estimate pending for this holding

—

VERIZON COMMUNICATIONS INCCUSIP 92343V104

0.86%34.08M$1.5B

↓ -3.5%−1.24M shares

—Estimate pending for this holding

—

TSLATESLA INC

0.86%4.63M$1.5B

↓ -2.6%−122K shares

—Estimate pending for this holding

—

American Tower CorpCUSIP 03027X100

0.85%6.59M$1.5B

↑ +0.8%+52.09K shares

—Estimate pending for this holding

—

Bank Of America CorpCUSIP 060505104

0.83%30.01M$1.4B

↓ -6.1%−1.95M shares

—Estimate pending for this holding

—

NFLXNETFLIX INC

0.82%1.05M$1.4B

↑ +2.9%+29.42K shares

—Estimate pending for this holding

—

Goldman Sachs Group IncCUSIP 38141G104

0.79%1.90M$1.3B

↓ -3.9%−77.09K shares

—Estimate pending for this holding

—

Prologis IncCUSIP 74340W103

0.78%12.75M$1.3B

↑ +0.1%+18.65K shares

—Estimate pending for this holding

—

LINLINDE PLC

0.72%2.62M$1.2B

↑ +9.9%+237K shares

—Estimate pending for this holding

—

KOCoca-Cola Co/The

0.71%17.28M$1.2B

↓ -1.5%−266K shares

—Estimate pending for this holding

—

Abbott LaboratoriesCUSIP 002824100

0.70%8.85M$1.2B

↓ -2.4%−216K shares

—Estimate pending for this holding

—

Caterpillar IncCUSIP 149123101

0.67%2.97M$1.2B

↓ -3.9%−119K shares

—Estimate pending for this holding

—

Morgan StanleyCUSIP 617446448

0.66%8.02M$1.1B

↓ -0.2%−13.51K shares

—Estimate pending for this holding

—

Comcast Corp-Class ACUSIP 20030N101

0.66%31.65M$1.1B

↓ -5.8%−1.95M shares

—Estimate pending for this holding

—

Gilead Sciences IncCUSIP 375558103

0.66%10.12M$1.1B

↓ -3.6%−376K shares

—Estimate pending for this holding

—

Salesforce IncCUSIP 79466L302

0.65%4.08M$1.1B

↓ -2.4%−98.30K shares

—Estimate pending for this holding

—

WELLTOWER INCCUSIP 95040Q104

0.65%7.20M$1.1B

↓ -0.7%−50.88K shares

—Estimate pending for this holding

—

NOVARTIS AGCUSIP 66987V109

0.64%9.06M$1.1B

↑ +5.3%+454K shares

—Estimate pending for this holding

—

Rtx CorpCUSIP 75513E101

0.64%7.49M$1.1B

↓ -2.8%−218K shares

—Estimate pending for this holding

—

Pepsico IncCUSIP 713448108

0.63%8.16M$1.1B

↑ +3.2%+253K shares

—Estimate pending for this holding

—

EQUINIX INCCUSIP 29444U700

0.62%1.34M$1.1B

↑ +0.7%+9.86K shares

—Estimate pending for this holding

—

DEERE & COCUSIP 244199105

0.62%2.08M$1.1B

↓ -18.2%−462K shares

—Estimate pending for this holding

—

ConocophillipsCUSIP 20825C104

0.59%11.33M$1B

↓ -5.2%−625K 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.