Number of Shares
3.68 Mil
Current Holdings Value*
$781.89 Mil
% of Portfolio
6.76%
Total Estimate Gain
$275.70 Mil
% of Total Estimate Gain
36.67%

U.S. LARGE COMPANY PORTFOLIO's Apple Inc Holding Summary

As of 2025-04-30, DIMENSIONAL INVESTMENT GROUP INC held 3.68 Mil shares of Apple Inc(AAPL), totaling $781.89 Mil. This investment constitutes 6.76% of their stock portfolio, and DIMENSIONAL INVESTMENT GROUP INC now holds 0.02% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2021Q4. And since then U.S. LARGE COMPANY PORTFOLIO has made 1 purchases of AAPL, at an average price of $149.10, for a total of 5.04 Mil shares. In addition, there have been 13 sales at an average price of $175.75 for 1.36 Mil shares. Based on historical transaction data and AAPL's current price of $214.17, U.S. LARGE COMPANY PORTFOLIO's estimated gain on his AAPL holdings is $275.70 Mil, reflecting a 36.67% gain to date.

U.S. LARGE COMPANY PORTFOLIO AAPL ($214.17) Holding Chart

U.S. LARGE COMPANY PORTFOLIO AAPL ($214.17) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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