DIMENSIONAL FUND ADVISORS LP

CIK
354204
City
AUSTIN
State / Country
TX

Top Portfolio Positions

3,142 positions · $470,550,496,304 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
NVDA
Nvidia Corp
Technology
94,521,253 $16,484,506,522 3.50%
AAPL
Apple Inc.
Technology
58,554,032 $14,860,427,780 3.16%
MSFT
Microsoft Corp
Technology
29,323,744 $10,854,770,313 2.31%
AMZN
Amazon Com Inc
Consumer Cyclical
39,029,984 $8,128,774,765 1.73%
META
Meta Platforms, Inc.
Communication Services
10,429,812 $5,967,208,338 1.27%
JPM
Jpmorgan Chase & Co
Financial Services
18,968,884 $5,579,886,915 1.19%
GOOGL
Alphabet Inc.
Communication Services
18,281,276 $5,256,963,724 1.12%
XOM
Exxon Mobil Corp
Energy
28,364,314 $4,812,289,511 1.02%
AVGO
Broadcom Inc.
Technology
12,722,632 $3,937,781,828 0.84%
JNJ
Johnson & Johnson
Healthcare
15,832,514 $3,870,099,719 0.82%

Portfolio Trend

49 quarters · across all stocks

Holdings in AEP

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Shares Held

Position Value (USD)

24 of 24 shown
Report Date Value (USD) Shares
2026-03-31 $235,093,289 1,793,510
2025-12-31 $203,354,487 1,763,546
2025-09-30 $192,738,824 1,713,234
2025-06-30 $173,743,627 1,674,476
2025-03-31 $181,392,131 1,660,036
2024-12-31 $149,037,222 1,615,930
2024-09-30 $156,432,782 1,524,686
2024-06-30 $128,087,061 1,459,848
2024-03-31 $113,504,939 1,318,292
2023-12-31 $90,554,532 1,114,929
2023-09-30 $79,190,710 1,052,788
2023-06-30 $82,065,697 974,652
2023-03-31 $84,432,894 927,936
2022-12-31 $88,504,697 932,119
2022-09-30 $83,385,518 964,552
2022-06-30 $92,478,291 963,918
2022-03-31 $94,104,859 943,218
2021-12-31 $84,686,094 951,850
2021-09-30 $75,426,042 929,121
2021-06-30 $79,195,188 936,224
2021-03-31 $77,791,275 918,433
2020-09-30 $76,150,865 931,737
2020-06-30 $73,670,583 925,045
2020-03-31 $73,239,925 915,728