DIMENSIONAL FUND ADVISORS LP

CIK

354204

City

AUSTIN

State / Country

Stock

MC — Moelis & Co

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%

49 quarters · across all stocks

Compact Export CSV

24 of 24 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$72,833,118	1,277,774	+5.0%	Shares	Sole	2026-05-07
2025-12-31	$83,632,107	1,216,644	+9.5%	Shares	Sole	2026-02-12
2025-09-30	$79,269,253	1,111,459	+6.8%	Shares	Sole	2025-11-12
2025-06-30	$64,849,878	1,040,595	+61.4%	Shares	Sole	2025-08-12
2025-03-31	$37,617,686	644,580	-8.9%	Shares	Sole	2025-05-13
2024-12-31	$52,249,854	707,226	-3.3%	Shares	Sole	2025-02-13
2024-09-30	$50,087,934	731,104	-7.8%	Shares	Sole	2024-11-07
2024-06-30	$45,071,214	792,670	-22.0%	Shares	Sole	2024-08-09
2024-03-31	$57,681,894	1,016,063	-9.6%	Shares	Sole	2024-05-10
2023-12-31	$63,085,683	1,123,921	-6.3%	Shares	Sole	2024-02-07
2023-09-30	$54,117,592	1,199,149	-2.5%	Shares	Sole	2023-11-09
2023-06-30	$55,743,715	1,229,460	+18.6%	Shares	Sole	2023-08-09
2023-03-31	$39,858,049	1,036,890	+2.1%	Shares	Sole	2023-05-12
2022-12-31	$38,982,804	1,015,971	-1.1%	Shares	Sole	2023-02-09
2022-09-30	$34,729,833	1,027,206	+1.8%	Shares	Sole	2022-11-10
2022-06-30	$39,690,021	1,008,641	+4.1%	Shares	Sole	2022-08-12
2022-03-31	$45,472,014	968,520	+1.6%	Shares	Defined	2022-05-13
2021-12-31	$59,604,160	953,514	+0.8%	Shares	Defined	2022-02-09
2021-09-30	$58,511,696	945,720	+2.7%	Shares	Defined	2021-11-12
2021-06-30	$52,365,196	920,464	-3.8%	Shares	Defined	2021-08-12
2021-03-31	$52,523,233	957,056	-11.5%	Shares	Defined	2021-05-14
2020-09-30	$38,008,829	1,081,640	+1.2%	Shares	Defined	2020-11-12
2020-06-30	$33,315,150	1,069,164	+1.6%	Shares	Defined	2020-08-13
2020-03-31	$29,575,952	1,052,525	—	Shares	Defined	2020-05-14
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