DIMENSIONAL FUND ADVISORS LP

Filed: 2/13/2025ACC: 0000354204-25-000528

📋 What this filing means

DIMENSIONAL FUND ADVISORS LP filed this quarterly 13F‑HR report disclosing 3339 equity positions with a total reported market value of $416.38B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

3339

Positions

$416.38B

Total AUM (reported)

7.26B

Total Shares

Allocation by class

COM$323.16B77.6%

CL A$24.10B5.8%

COM NEW$12.72B3.1%

SHS$7.71B1.9%

COM CL A$7.24B1.7%

CAP STK CL A$3.36B0.8%

CL B NEW$3.36B0.8%

Portfolio Concentration

Top 3$37.12B8.9%

4–10$29.79B7.2%

11–25$29.66B7.1%

Rest$319.82B76.8%

Top 3 weight

8.9%

Top 10 weight

16.1%

Voting Authority Distribution

Total shares with voting rights: 7.26B

Sole

Full voting authority

6.33B

% of voting shares87.3%

Shared

Joint voting authority

550.32M

% of voting shares7.6%

None

No voting authority

372.90M

% of voting shares5.1%

Investment Discretion (by position count)

Sole3327

Shared0

Other12

Dominant voting typeSole · 87.3% of voting shares

Institutional Holdings3339

Rows:

APPLE INC

SOLE

COM

Shares53.89M

TypeSH

Market value$13.50B

3.24%

Sole

43.18M

Shared

4.96M

None

5.76M

NVIDIA CORPORATION

SOLE

COM

Shares97.57M

TypeSH

Market value$13.11B

3.15%

Sole

79.33M

Shared

8.43M

None

9.82M

MICROSOFT CORP

SOLE

COM

Shares24.94M

TypeSH

Market value$10.51B

2.52%

Sole

20.30M

Shared

1.93M

None

2.71M

AMAZON COM INC

SOLE

COM

Shares28.86M

TypeSH

Market value$6.33B

1.52%

Sole

21.50M

Shared

2.94M

None

4.42M

META PLATFORMS INC

SOLE

CL A

Shares8.98M

TypeSH

Market value$5.26B

1.26%

Sole

7.01M

Shared

832.67K

None

1.14M

JPMORGAN CHASE & CO.

SOLE

COM

Shares21.29M

TypeSH

Market value$5.10B

1.23%

Sole

18.28M

Shared

1.31M

None

1.70M

EXXON MOBIL CORP

SOLE

COM

Shares33.09M

TypeSH

Market value$3.56B

0.85%

Sole

29.43M

Shared

1.94M

None

1.72M

ALPHABET INC

SOLE

CAP STK CL A

Shares17.77M

TypeSH

Market value$3.36B

0.81%

Sole

13.86M

Shared

1.58M

None

2.34M

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares7.30M

TypeSH

Market value$3.31B

0.79%

Sole

6.41M

Shared

438.94K

None

453.89K

ELI LILLY & CO

SOLE

COM

Shares3.70M

TypeSH

Market value$2.86B

0.69%

Sole

3.09M

Shared

228.68K

None

378.56K

ALPHABET INC

SOLE

CAP STK CL C

Shares14.58M

TypeSH

Market value$2.78B

0.67%

Sole

11.23M

Shared

1.38M

None

1.97M

VISA INC

SOLE

COM CL A

Shares8.43M

TypeSH

Market value$2.67B

0.64%

Sole

7.05M

Shared

626.87K

None

756.90K

BROADCOM INC

SOLE

COM

Shares10.21M

TypeSH

Market value$2.37B

0.57%

Sole

7.89M

Shared

774.30K

None

1.54M

UNITEDHEALTH GROUP INC

SOLE

COM

Shares4.36M

TypeSH

Market value$2.20B

0.53%

Sole

3.58M

Shared

337.55K

None

436.24K

MASTERCARD INCORPORATED

SOLE

CL A

Shares4.18M

TypeSH

Market value$2.20B

0.53%

Sole

3.53M

Shared

249.95K

None

391.15K

JOHNSON & JOHNSON

SOLE

COM

Shares14.77M

TypeSH

Market value$2.14B

0.51%

Sole

12.18M

Shared

1.47M

None

1.13M

HOME DEPOT INC

SOLE

COM

Shares4.94M

TypeSH

Market value$1.92B

0.46%

Sole

4.15M

Shared

311.53K

None

476.97K

TESLA INC

SOLE

COM

Shares4.64M

TypeSH

Market value$1.87B

0.45%

Sole

3.59M

Shared

229.25K

None

815.39K

COSTCO WHSL CORP NEW

SOLE

COM

Shares1.96M

TypeSH

Market value$1.80B

0.43%

Sole

1.66M

Shared

109.70K

None

192.66K

CHEVRON CORP NEW

SOLE

COM

Shares12.24M

TypeSH

Market value$1.77B

0.43%

Sole

10.80M

Shared

723.03K

None

715.07K

CISCO SYS INC

SOLE

COM

Shares29.42M

TypeSH

Market value$1.74B

0.42%

Sole

25.54M

Shared

1.78M

None

2.10M

ABBVIE INC

SOLE

COM

Shares9.37M

TypeSH

Market value$1.66B

0.40%

Sole

7.97M

Shared

558.21K

None

837.93K

PROCTER AND GAMBLE CO

SOLE

COM

Shares9.71M

TypeSH

Market value$1.63B

0.39%

Sole

7.55M

Shared

954.82K

None

1.21M

VERIZON COMMUNICATIONS INC

SOLE

COM

Shares36.85M

TypeSH

Market value$1.47B

0.35%

Sole

30.59M

Shared

2.96M

None

3.30M

WELLS FARGO CO NEW

SOLE

COM

Shares20.37M

TypeSH

Market value$1.43B

0.34%

Sole

17.64M

Shared

1.15M

None

1.58M

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
APPLE INCSOLE	COM	53.89M	SH	$13.50B 3.24%	43.18M	4.96M	5.76M
NVIDIA CORPORATIONSOLE	COM	97.57M	SH	$13.11B 3.15%	79.33M	8.43M	9.82M
MICROSOFT CORPSOLE	COM	24.94M	SH	$10.51B 2.52%	20.30M	1.93M	2.71M
AMAZON COM INCSOLE	COM	28.86M	SH	$6.33B 1.52%	21.50M	2.94M	4.42M
META PLATFORMS INCSOLE	CL A	8.98M	SH	$5.26B 1.26%	7.01M	832.67K	1.14M
JPMORGAN CHASE & CO.SOLE	COM	21.29M	SH	$5.10B 1.23%	18.28M	1.31M	1.70M
EXXON MOBIL CORPSOLE	COM	33.09M	SH	$3.56B 0.85%	29.43M	1.94M	1.72M
ALPHABET INCSOLE	CAP STK CL A	17.77M	SH	$3.36B 0.81%	13.86M	1.58M	2.34M
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	7.30M	SH	$3.31B 0.79%	6.41M	438.94K	453.89K
ELI LILLY & COSOLE	COM	3.70M	SH	$2.86B 0.69%	3.09M	228.68K	378.56K
ALPHABET INCSOLE	CAP STK CL C	14.58M	SH	$2.78B 0.67%	11.23M	1.38M	1.97M
VISA INCSOLE	COM CL A	8.43M	SH	$2.67B 0.64%	7.05M	626.87K	756.90K
BROADCOM INCSOLE	COM	10.21M	SH	$2.37B 0.57%	7.89M	774.30K	1.54M
UNITEDHEALTH GROUP INCSOLE	COM	4.36M	SH	$2.20B 0.53%	3.58M	337.55K	436.24K
MASTERCARD INCORPORATEDSOLE	CL A	4.18M	SH	$2.20B 0.53%	3.53M	249.95K	391.15K
JOHNSON & JOHNSONSOLE	COM	14.77M	SH	$2.14B 0.51%	12.18M	1.47M	1.13M
HOME DEPOT INCSOLE	COM	4.94M	SH	$1.92B 0.46%	4.15M	311.53K	476.97K
TESLA INCSOLE	COM	4.64M	SH	$1.87B 0.45%	3.59M	229.25K	815.39K
COSTCO WHSL CORP NEWSOLE	COM	1.96M	SH	$1.80B 0.43%	1.66M	109.70K	192.66K
CHEVRON CORP NEWSOLE	COM	12.24M	SH	$1.77B 0.43%	10.80M	723.03K	715.07K
CISCO SYS INCSOLE	COM	29.42M	SH	$1.74B 0.42%	25.54M	1.78M	2.10M
ABBVIE INCSOLE	COM	9.37M	SH	$1.66B 0.40%	7.97M	558.21K	837.93K
PROCTER AND GAMBLE COSOLE	COM	9.71M	SH	$1.63B 0.39%	7.55M	954.82K	1.21M
VERIZON COMMUNICATIONS INCSOLE	COM	36.85M	SH	$1.47B 0.35%	30.59M	2.96M	3.30M
WELLS FARGO CO NEWSOLE	COM	20.37M	SH	$1.43B 0.34%	17.64M	1.15M	1.58M

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