US
| |
U.S. LARGE COMPANY PORTFOLIO | DFUSXMutual Fund | |
| DIMENSIONAL INVESTMENT GROUP INC | |
| Last update 2025-06-28 | 503 Stocks (4 new) |
| Value $11.56 Bil | Turnover 0 % |
U.S. LARGE COMPANY PORTFOLIO Top Holdings of 2025-04-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 3,679,459 | 781,885.0 | -1.63% | 6.760 | -0.11% | 0.020 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
MSFT | Microsoft Corp | 1,820,858 | 719,712.3 | -1.03% | 6.230 | -0.06% | 0.020 | +32.15% | +21.67% | 3,797,138.0 | Software | |
NVDA | NVIDIA Corp | 5,998,515 | 653,358.3 | -1.18% | 5.650 | -0.07% | 0.020 | +63.25% | +29.40% | 4,237,094.2 | Semiconductors | |
AMZN | Amazon.com Inc | 2,310,259 | 426,058.0 | -0.24% | 3.690 | -0.01% | 0.020 | +24.49% | +5.85% | 2,465,435.5 | Retail - Cyclical | |
META | Meta Platforms Inc | 536,396 | 294,481.4 | -0.57% | 2.550 | -0.02% | 0.020 | +34.17% | +22.28% | 1,797,241.1 | Interactive Media | |
BRK.B | Berkshire Hathaway Inc | 448,968 | 239,412.2 | -1.03% | 2.070 | -0.02% | 0.020 | -9.60% | +6.03% | 1,039,421.7 | Insurance | |
GOOGL | Alphabet Inc | 1,428,754 | 226,886.1 | -1.19% | 1.960 | -0.03% | 0.010 | +20.80% | +1.76% | 2,329,696.9 | Interactive Media | |
AVGO | Broadcom Inc | 1,148,138 | 220,982.1 | -0.67% | 1.910 | -0.01% | 0.020 | +53.81% | +25.20% | 1,357,939.1 | Semiconductors | |
TSLA | Tesla Inc | 685,446 | 193,405.4 | -0.82% | 1.670 | -0.02% | 0.020 | +17.64% | -24.40% | 984,729.5 | Vehicles & Parts | |
GOOG | Alphabet Inc | 1,157,959 | 186,304.0 | -1.69% | 1.610 | -0.03% | 0.010 | +19.79% | +1.69% | 2,329,696.9 | Interactive Media |
U.S. LARGE COMPANY PORTFOLIO's Historical Top Holdings Breakdowns
U.S. LARGE COMPANY PORTFOLIO's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
DASH | DoorDash Inc | 2025-04-30 | New Buy New Buy | +0.14% | 163.16 ($189.04) 213.38 | $243.69 | 28.91% | New holding | 83,141 | 83,141 | |
AAPL | Apple Inc | 2025-04-30 | Reduce Reduce | -0.11% | 172.42 ($220.47) 247.1 | $213.76 | -3.04% | Reduce -1.63% | 3,679,459 | -60,905 | |
NVDA | NVIDIA Corp | 2025-04-30 | Reduce Reduce | -0.07% | 94.31 ($116.53) 140.11 | $173.74 | 49.09% | Reduce -1.18% | 5,998,515 | -71,399 | |
MSFT | Microsoft Corp | 2025-04-30 | Reduce Reduce | -0.06% | 354.56 ($391.17) 416.13 | $510.88 | 30.60% | Reduce -1.03% | 1,820,858 | -18,888 | |
EXE | Expand Energy Corp | 2025-04-30 | New Buy New Buy | +0.05% | 96.03 ($104.39) 113.87 | $99.60 | -4.59% | New holding | 51,874 | 51,874 | |
WSM | Williams-Sonoma Inc | 2025-04-30 | New Buy New Buy | +0.04% | 137.62 ($174.64) 217.71 | $180.54 | 3.38% | New holding | 30,365 | 30,365 | |
GOOGL | Alphabet Inc | 2025-04-30 | Reduce Reduce | -0.03% | 144.7 ($168.14) 206.38 | $192.17 | 14.29% | Reduce -1.19% | 1,428,754 | -17,227 | |
GOOG | Alphabet Inc | 2025-04-30 | Reduce Reduce | -0.03% | 146.58 ($170.12) 207.71 | $193.20 | 13.57% | Reduce -1.69% | 1,157,959 | -19,859 | |
SCHW | Charles Schwab Corp | 2025-04-30 | Add Add | +0.03% | 69.06 ($78.16) 83.64 | $96.50 | 23.46% | Add 12.84% | 417,503 | 47,510 | |
JPM | JPMorgan Chase & Co | 2025-04-30 | Reduce Reduce | -0.03% | 210.28 ($248.02) 279.95 | $296.55 | 19.57% | Reduce -1.7% | 684,897 | -11,876 |
U.S. LARGE COMPANY PORTFOLIO Total Holding History ($B)
U.S. LARGE COMPANY PORTFOLIO's Asset Allocation
U.S. LARGE COMPANY PORTFOLIO Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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U.S. LARGE COMPANY PORTFOLIO's Hypothetical Growth since 2025-04-30
U.S. LARGE COMPANY PORTFOLIO's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
U.S. LARGE COMPANY PORTFOLIO's Holdings Heat Map
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U.S. LARGE COMPANY PORTFOLIO's Holdings Bubble Chart
U.S. LARGE COMPANY PORTFOLIO News
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