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 IVZ
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $518,861,577 | 21,361,119 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $545,488,272 | 20,764,685 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $489,325,039 | 21,330,647 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $331,352,031 | 21,011,543 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $299,558,908 | 19,746,797 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $351,427,445 | 20,104,545 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $348,222,015 | 19,830,411 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $270,540,093 | 18,084,231 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $244,456,335 | 14,735,162 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $246,157,227 | 13,798,051 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $162,711,292 | 11,206,012 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $160,754,380 | 9,563,021 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $154,018,745 | 9,391,387 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $162,655,180 | 9,041,422 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $117,281,068 | 8,560,662 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $143,836,868 | 8,917,351 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $206,049,770 | 8,935,376 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $204,343,613 | 8,876,786 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $217,190,040 | 9,008,297 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $243,235,836 | 9,099,732 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $244,168,564 | 9,681,545 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $177,020,212 | 10,156,065 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $115,077,220 | 10,085,646 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $102,319,777 | 9,509,273 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $78,949,501 | 8,694,879 | Shares | Defined | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||