Institutional manager
DIMENSIONAL FUND ADVISORS LP
Holds positions in 488 of the S&P 500, worth $298.8bn as reported for the quarter ended 31-mar-2026.
Positions held488of 488 index companies covered
Reported value$298.8bnS&P 500 positions only
Top ten weight28%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 488 held. The rest are smaller than every one of these.
NvidiaNVDA94.5m$16.5bnInformation TechnologyApple Inc.AAPL58.6m$14.9bnInformation TechnologyMicrosoftMSFT29.3m$10.9bnInformation TechnologyAlphabet Inc. (Class A)GOOGL33.0m$9.47bnCommunication ServicesAmazonAMZN39.0m$8.13bnConsumer DiscretionaryMeta PlatformsMETA10.4m$5.96bnCommunication ServicesJPMorgan ChaseJPM19.0m$5.58bnFinancialsExxonMobilXOM28.4m$4.81bnEnergyBroadcomAVGO12.7m$3.94bnInformation TechnologyJohnson & JohnsonJNJ15.8m$3.87bnHealth CareLilly (Eli)LLY3.9m$3.58bnHealth CareBerkshire HathawayBRK.B7.3m$3.51bnFinancialsChevron CorporationCVX13.4m$2.76bnEnergyVisa Inc.V8.8m$2.67bnFinancialsMicron TechnologyMU7.0m$2.35bnInformation TechnologyCiscoCSCO27.6m$2.14bnInformation TechnologyMastercardMA4.2m$2.11bnFinancialsWalmartWMT16.1m$2.00bnConsumer StaplesCaterpillar Inc.CAT2.7m$1.94bnIndustrialsTesla, Inc.TSLA5.1m$1.91bnConsumer DiscretionaryMerck & Co.MRK15.5m$1.86bnHealth CareHome Depot (The)HD5.2m$1.72bnConsumer DiscretionaryProcter & GamblePG11.8m$1.70bnConsumer StaplesCostcoCOST1.7m$1.68bnConsumer StaplesWelltowerWELL8.3m$1.65bnReal EstateVerizonVZ32.7m$1.64bnCommunication ServicesAbbVieABBV7.4m$1.61bnHealth CareGoldman SachsGS1.8m$1.56bnFinancialsPrologisPLD11.6m$1.53bnReal EstateBank of AmericaBAC31.1m$1.52bnFinancialsRTX CorporationRTX7.6m$1.48bnIndustrialsWells FargoWFC18.5m$1.47bnFinancialsConocoPhillipsCOP11.0m$1.46bnEnergyNetflixNFLX15.1m$1.46bnCommunication ServicesAT&TT50.1m$1.45bnCommunication ServicesCoca-Cola Company (The)KO18.8m$1.43bnConsumer StaplesLinde plcLIN2.7m$1.36bnMaterialsUnitedHealth GroupUNH5.0m$1.35bnHealth CareLam ResearchLRCX6.3m$1.35bnInformation TechnologyOracle CorporationORCL8.6m$1.26bnInformation TechnologyPepsiCoPEP8.0m$1.25bnConsumer StaplesIBMIBM5.1m$1.25bnInformation TechnologyMorgan StanleyMS7.2m$1.19bnFinancialsEquinixEQIX1.2m$1.18bnReal EstateAmgenAMGN3.3m$1.16bnHealth CareBristol Myers SquibbBMY18.8m$1.14bnHealth CareDeere & CompanyDE1.9m$1.10bnIndustrialsGilead SciencesGILD7.7m$1.08bnHealth CareGeneral MotorsGM14.2m$1.06bnConsumer DiscretionaryKLA CorporationKLAC716,138$1.05bnInformation TechnologyAdvanced Micro DevicesAMD5.1m$1.05bnInformation TechnologyPfizerPFE36.4m$1.02bnHealth CareTJX CompaniesTJX6.4m$1.02bnConsumer DiscretionaryTravelers Companies (The)TRV3.5m$1.02bnFinancialsNewmontNEM9.4m$1.01bnMaterialsAmerican TowerAMT5.8m$1.00bnReal EstateCSX CorporationCSX23.9m$981mIndustrialsApplied MaterialsAMAT2.9m$974mInformation TechnologyFedExFDX2.6m$937mIndustrialsAbbott LaboratoriesABT8.9m$909mHealth Care
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.