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 CHRD

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Shares Held

Position Value (USD)

20 of 20 shown
Report Date Value (USD) Shares
2026-03-31 $220,056,534 1,547,732
2025-12-31 $112,924,079 1,218,167
2025-09-30 $65,213,348 656,268
2025-06-30 $43,969,703 453,998
2025-03-31 $83,380,109 739,710
2024-12-31 $134,603,563 1,151,245
2024-09-30 $188,947,839 1,450,878
2024-06-30 $297,092,068 1,771,780
2024-03-31 $183,600,565 1,030,075
2023-12-31 $111,465,190 670,548
2023-09-30 $105,207,576 649,149
2023-06-30 $108,922,388 708,208
2023-03-31 $95,678,793 710,838
2022-12-31 $116,158,938 849,053
2022-09-30 $130,561,050 954,603
2022-06-30 $39,460,582 324,378
2022-03-31 $29,167,538 199,368
2021-12-31 $23,308,401 185,002
2021-09-30 $16,204,565 162,991
2021-06-30 $6,437,914 64,027