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 BELFA

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Shares Held

Position Value (USD)

24 of 24 shown
Report Date Value (USD) Shares
2026-03-31 $8,088,636 44,887
2025-12-31 $8,298,905 54,670
2025-09-30 $7,247,557 62,291
2025-06-30 $6,972,449 77,601
2025-03-31 $5,785,048 80,281
2024-12-31 $7,563,927 83,969
2024-09-30 $8,915,986 89,671
2024-06-30 $7,441,616 91,974
2024-03-31 $6,551,270 92,519
2023-12-31 $6,144,161 95,052
2023-09-30 $4,465,542 95,052
2023-06-30 $5,513,132 95,054
2023-03-31 $3,523,911 97,024
2022-12-31 $3,139,232 97,522
2022-09-30 $2,702,932 96,706
2022-06-30 $1,993,695 92,730
2022-03-31 $1,926,078 91,718
2021-12-31 $1,404,375 93,625
2021-09-30 $1,380,313 95,194
2021-06-30 $1,437,376 101,295
2021-03-31 $1,870,023 100,377
2020-09-30 $1,256,611 107,311
2020-06-30 $1,077,260 107,511
2020-03-31 $818,725 108,154