DIMENSIONAL FUND ADVISORS LP
Top Portfolio Positions
3,159 positions ·
$475,530,451,270 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
94,521,253 | $16,484,506,522 | 3.47% | |
| AAPL |
Apple Inc.
Technology
|
58,554,032 | $14,860,427,780 | 3.13% | |
| MSFT |
Microsoft Corp
Technology
|
29,323,744 | $10,854,770,313 | 2.28% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
39,029,984 | $8,128,774,765 | 1.71% | |
| META |
Meta Platforms, Inc.
Communication Services
|
10,429,812 | $5,967,208,338 | 1.25% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
18,968,884 | $5,579,886,915 | 1.17% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
18,281,276 | $5,256,963,724 | 1.11% | |
| XOM |
Exxon Mobil Corp
Energy
|
28,364,314 | $4,812,289,511 | 1.01% | |
| AVGO |
Broadcom Inc.
Technology
|
12,722,632 | $3,937,781,828 | 0.83% | |
| JNJ |
Johnson & Johnson
Healthcare
|
15,832,514 | $3,870,099,719 | 0.81% |
Portfolio Trend
25 quarters · across all stocks
Holdings in HRTG
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,731,728 | 1,246,923 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $35,405,885 | 1,210,044 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $31,771,845 | 1,261,789 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $35,406,893 | 1,419,683 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $22,243,065 | 1,542,515 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $18,992,970 | 1,569,667 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $16,843,181 | 1,376,077 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $10,015,260 | 1,414,585 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $14,033,099 | 1,317,662 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $7,192,452 | 1,103,137 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $5,904,269 | 909,749 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $3,010,225 | 781,877 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,104,809 | 683,380 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,515,405 | 841,892 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,274,936 | 1,006,609 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,304,059 | 1,251,538 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $9,474,658 | 1,326,983 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $7,506,119 | 1,276,551 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $9,214,379 | 1,353,066 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $12,687,014 | 1,478,673 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $16,943,746 | 1,529,219 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $16,064,701 | 1,585,854 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $16,123,214 | 1,593,203 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $20,728,080 | 1,583,505 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $16,115,411 | 1,504,707 | Shares | Defined | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||