Filed: 5/13/2025ACC: 0000354204-25-000866
📋 What this filing means
DIMENSIONAL FUND ADVISORS LP filed this quarterly 13F‑HR report disclosing 3320 equity positions with a total reported market value of $402.31B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
3320
Positions
$402.31B
Total AUM (reported)
7.35B
Total Shares
Allocation by class
COM$311.08B77.3%
CL A$23.31B5.8%
COM NEW$12.90B3.2%
SHS$7.56B1.9%
COM CL A$6.93B1.7%
CL B NEW$3.95B1.0%
SPONSORED ADR$3.37B0.8%
Portfolio Concentration
Top 3$32.55B8.1%
4–10$29.80B7.4%
11–25$30.77B7.6%
Rest$309.20B76.9%
Top 3 weight
8.1%
Top 10 weight
15.5%
Voting Authority Distribution
Total shares with voting rights: 7.35B
Sole
Full voting authority
6.41B
shares
% of voting shares87.3%
Shared
Joint voting authority
558.91M
shares
% of voting shares7.6%
None
No voting authority
374.62M
shares
% of voting shares5.1%
Investment Discretion (by position count)
Sole3310
Shared0
Other10
Dominant voting typeSole · 87.3% of voting shares
Institutional Holdings3320
Rows:
APPLE INC
SOLEShares56.43M
TypeSH
Market value$12.53B
3.12%
Sole
45.79M
Shared
4.92M
None
5.72M
NVIDIA CORPORATION
SOLEShares96.47M
TypeSH
Market value$10.45B
2.60%
Sole
78.12M
Shared
8.39M
None
9.97M
MICROSOFT CORP
SOLEShares25.47M
TypeSH
Market value$9.56B
2.38%
Sole
20.83M
Shared
1.90M
None
2.74M
AMAZON COM INC
SOLEShares29.92M
TypeSH
Market value$5.69B
1.41%
Sole
21.75M
Shared
3.79M
None
4.37M
META PLATFORMS INC
SOLEShares9.09M
TypeSH
Market value$5.24B
1.30%
Sole
7.23M
Shared
803.26K
None
1.05M
JPMORGAN CHASE & CO.
SOLEShares20.10M
TypeSH
Market value$4.93B
1.23%
Sole
17.12M
Shared
1.33M
None
1.65M
EXXON MOBIL CORP
SOLEShares33.12M
TypeSH
Market value$3.94B
0.98%
Sole
29.64M
Shared
1.91M
None
1.58M
BERKSHIRE HATHAWAY INC DEL
SOLEShares7.33M
TypeSH
Market value$3.90B
0.97%
Sole
6.43M
Shared
442.10K
None
451.16K
ELI LILLY & CO
SOLEShares3.80M
TypeSH
Market value$3.14B
0.78%
Sole
3.17M
Shared
244.54K
None
381.72K
VISA INC
SOLEShares8.47M
TypeSH
Market value$2.97B
0.74%
Sole
7.10M
Shared
631.51K
None
742.88K
JOHNSON & JOHNSON
SOLEShares16.90M
TypeSH
Market value$2.80B
0.70%
Sole
14.16M
Shared
1.49M
None
1.26M
ALPHABET INC
SOLEShares17.98M
TypeSH
Market value$2.78B
0.69%
Sole
14.08M
Shared
1.56M
None
2.34M
UNITEDHEALTH GROUP INC
SOLEShares5.20M
TypeSH
Market value$2.72B
0.68%
Sole
4.38M
Shared
352.66K
None
462.74K
ALPHABET INC
SOLEShares14.86M
TypeSH
Market value$2.32B
0.58%
Sole
11.54M
Shared
1.35M
None
1.97M
MASTERCARD INCORPORATED
SOLEShares4.16M
TypeSH
Market value$2.28B
0.57%
Sole
3.52M
Shared
246.68K
None
389.48K
CHEVRON CORP NEW
SOLEShares12.28M
TypeSH
Market value$2.05B
0.51%
Sole
10.87M
Shared
717.53K
None
699.24K
ABBVIE INC
SOLEShares9.41M
TypeSH
Market value$1.97B
0.49%
Sole
8.03M
Shared
548.49K
None
836.49K
COSTCO WHSL CORP NEW
SOLEShares2M
TypeSH
Market value$1.89B
0.47%
Sole
1.72M
Shared
86.34K
None
193.55K
HOME DEPOT INC
SOLEShares5M
TypeSH
Market value$1.83B
0.46%
Sole
4.22M
Shared
313.35K
None
472.34K
CISCO SYS INC
SOLEShares29.31M
TypeSH
Market value$1.81B
0.45%
Sole
25.55M
Shared
1.74M
None
2.02M
PROCTER AND GAMBLE CO
SOLEShares10.41M
TypeSH
Market value$1.77B
0.44%
Sole
8.29M
Shared
913.66K
None
1.21M
BROADCOM INC
SOLEShares10.24M
TypeSH
Market value$1.71B
0.43%
Sole
7.94M
Shared
761.90K
None
1.54M
SHELL PLC
SOLEShares23.27M
TypeSH
Market value$1.71B
0.42%
Sole
22.07M
Shared
684.93K
None
518.65K
VERIZON COMMUNICATIONS INC
SOLEShares35.32M
TypeSH
Market value$1.60B
0.40%
Sole
29.09M
Shared
2.96M
None
3.27M
AT&T INC
SOLEShares53.34M
TypeSH
Market value$1.51B
0.37%
Sole
46.26M
Shared
2.85M
None
4.23M
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 56.43M | SH | $12.53B 3.12% | 45.79M | 4.92M | 5.72M |
NVIDIA CORPORATIONSOLE | COM | 96.47M | SH | $10.45B 2.60% | 78.12M | 8.39M | 9.97M |
MICROSOFT CORPSOLE | COM | 25.47M | SH | $9.56B 2.38% | 20.83M | 1.90M | 2.74M |
AMAZON COM INCSOLE | COM | 29.92M | SH | $5.69B 1.41% | 21.75M | 3.79M | 4.37M |
META PLATFORMS INCSOLE | CL A | 9.09M | SH | $5.24B 1.30% | 7.23M | 803.26K | 1.05M |
JPMORGAN CHASE & CO.SOLE | COM | 20.10M | SH | $4.93B 1.23% | 17.12M | 1.33M | 1.65M |
EXXON MOBIL CORPSOLE | COM | 33.12M | SH | $3.94B 0.98% | 29.64M | 1.91M | 1.58M |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 7.33M | SH | $3.90B 0.97% | 6.43M | 442.10K | 451.16K |
ELI LILLY & COSOLE | COM | 3.80M | SH | $3.14B 0.78% | 3.17M | 244.54K | 381.72K |
VISA INCSOLE | COM CL A | 8.47M | SH | $2.97B 0.74% | 7.10M | 631.51K | 742.88K |
JOHNSON & JOHNSONSOLE | COM | 16.90M | SH | $2.80B 0.70% | 14.16M | 1.49M | 1.26M |
ALPHABET INCSOLE | CAP STK CL A | 17.98M | SH | $2.78B 0.69% | 14.08M | 1.56M | 2.34M |
UNITEDHEALTH GROUP INCSOLE | COM | 5.20M | SH | $2.72B 0.68% | 4.38M | 352.66K | 462.74K |
ALPHABET INCSOLE | CAP STK CL C | 14.86M | SH | $2.32B 0.58% | 11.54M | 1.35M | 1.97M |
MASTERCARD INCORPORATEDSOLE | CL A | 4.16M | SH | $2.28B 0.57% | 3.52M | 246.68K | 389.48K |
CHEVRON CORP NEWSOLE | COM | 12.28M | SH | $2.05B 0.51% | 10.87M | 717.53K | 699.24K |
ABBVIE INCSOLE | COM | 9.41M | SH | $1.97B 0.49% | 8.03M | 548.49K | 836.49K |
COSTCO WHSL CORP NEWSOLE | COM | 2M | SH | $1.89B 0.47% | 1.72M | 86.34K | 193.55K |
HOME DEPOT INCSOLE | COM | 5M | SH | $1.83B 0.46% | 4.22M | 313.35K | 472.34K |
CISCO SYS INCSOLE | COM | 29.31M | SH | $1.81B 0.45% | 25.55M | 1.74M | 2.02M |
PROCTER AND GAMBLE COSOLE | COM | 10.41M | SH | $1.77B 0.44% | 8.29M | 913.66K | 1.21M |
BROADCOM INCSOLE | COM | 10.24M | SH | $1.71B 0.43% | 7.94M | 761.90K | 1.54M |
SHELL PLCSOLE | SPON ADS | 23.27M | SH | $1.71B 0.42% | 22.07M | 684.93K | 518.65K |
VERIZON COMMUNICATIONS INCSOLE | COM | 35.32M | SH | $1.60B 0.40% | 29.09M | 2.96M | 3.27M |
AT&T INCSOLE | COM | 53.34M | SH | $1.51B 0.37% | 46.26M | 2.85M | 4.23M |
Page 1 of 133
…