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 LPLA
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $245,587,682 | 816,367 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $281,572,109 | 788,342 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $282,059,903 | 847,816 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $323,969,953 | 863,989 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $275,759,062 | 842,939 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $276,249,334 | 846,067 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $186,241,482 | 800,591 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $218,414,274 | 782,006 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $190,801,803 | 722,187 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $163,487,152 | 718,246 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $173,247,798 | 729,004 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $156,217,582 | 718,473 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $143,292,317 | 707,966 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $174,317,972 | 806,393 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $195,426,643 | 894,483 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $166,394,133 | 901,963 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $178,165,611 | 975,288 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $156,891,561 | 980,021 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $155,955,977 | 994,871 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $133,383,051 | 988,169 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $134,267,418 | 944,481 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $99,942,498 | 958,957 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $72,630,487 | 947,313 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $75,299,044 | 960,447 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $52,819,688 | 970,415 | Shares | Defined | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||