US
| |
U.S. Social Core Equity 2 PortfolioMutual Fund | |
| DFA INVESTMENT DIMENSIONS GROUP INC | |
| Last update 2025-06-29 | 2099 Stocks (148 new) |
| Value $1.77 Bil | Turnover 5 % |
U.S. Social Core Equity 2 Port... 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 | 503,339 | 106,959.5 | +11.21% | 6.040 | +0.61% | 0.000 | +11.62% | -15.03% | 3,170,427.8 | Hardware | |
MSFT | Microsoft Corp | 237,094 | 93,713.8 | +13.20% | 5.290 | +0.62% | 0.000 | +31.31% | +19.04% | 3,715,082.7 | Software | |
NVDA | NVIDIA Corp | 850,072 | 92,589.8 | -11.73% | 5.230 | -0.67% | 0.000 | +51.77% | +21.58% | 3,981,266.3 | Semiconductors | |
META | Meta Platforms Inc | 90,365 | 49,610.4 | -0.24% | 2.800 | -0.01% | 0.000 | +32.89% | +24.10% | 1,823,930.7 | Interactive Media | |
AMZN | Amazon.com Inc | 212,268 | 39,146.5 | -6.16% | 2.210 | -0.16% | 0.000 | +22.52% | +1.20% | 2,357,148.7 | Retail - Cyclical | |
GOOGL | Alphabet Inc | 157,473 | 25,006.7 | +9.48% | 1.410 | +0.12% | 0.000 | +15.90% | -6.33% | 2,152,323.9 | Interactive Media | |
JPM | JPMorgan Chase & Co | 96,524 | 23,611.7 | -8.37% | 1.330 | -0.12% | 0.000 | +27.01% | +21.70% | 797,766.9 | Banks | |
GOOG | Alphabet Inc | 130,622 | 21,015.8 | +13.62% | 1.190 | +0.14% | 0.000 | +14.74% | -6.28% | 2,153,702.2 | Interactive Media | |
V | Visa Inc | 59,315 | 20,493.3 | -1.24% | 1.160 | -0.01% | 0.000 | +9.85% | +13.02% | 695,424.6 | Credit Services | |
MA | Mastercard Inc | 28,039 | 15,367.0 | -7.52% | 0.870 | -0.06% | 0.000 | +12.89% | +7.38% | 511,213.9 | Credit Services |
U.S. Social Core Equity 2 Portfolio's Historical Top Holdings Breakdowns
U.S. Social Core Equity 2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 2025-04-30 | Reduce Reduce | -0.67% | 94.31 ($116.53) 140.11 | $163.25 | 40.09% | Reduce -11.73% | 850,072 | -112,948 | |
MSFT | Microsoft Corp | 2025-04-30 | Add Add | +0.62% | 354.56 ($391.17) 416.13 | $499.84 | 27.78% | Add 13.2% | 237,094 | 27,645 | |
AAPL | Apple Inc | 2025-04-30 | Add Add | +0.61% | 172.42 ($220.47) 247.1 | $212.27 | -3.72% | Add 11.21% | 503,339 | 50,720 | |
CRM | Salesforce Inc | 2025-04-30 | Add Add | +0.16% | 236.26 ($285.96) 347.93 | $266.57 | -6.78% | Add 65.02% | 26,959 | 10,622 | |
AMZN | Amazon.com Inc | 2025-04-30 | Reduce Reduce | -0.16% | 167.32 ($201.66) 242.06 | $222.03 | 10.10% | Reduce -6.16% | 212,268 | -13,935 | |
GOOG | Alphabet Inc | 2025-04-30 | Add Add | +0.14% | 146.58 ($170.12) 207.71 | $178.06 | 4.66% | Add 13.62% | 130,622 | 15,654 | |
AVGO | Broadcom Inc | 2025-04-30 | Add Add | +0.14% | 146.29 ($194.12) 236.35 | $274.25 | 41.28% | Add 25.3% | 65,131 | 13,151 | |
COIN | Coinbase Global Inc | 2025-04-30 | Add Add | +0.13% | 151.47 ($210.33) 298.11 | $382.98 | 82.08% | Add 855.07% | 12,989 | 11,629 | |
HON | Honeywell International Inc | 2025-04-30 | Reduce Reduce | -0.12% | 182.86 ($207.25) 223.72 | $238.21 | 14.94% | Reduce -41.5% | 14,619 | -10,371 | |
GOOGL | Alphabet Inc | 2025-04-30 | Add Add | +0.12% | 144.7 ($168.14) 206.38 | $176.90 | 5.21% | Add 9.48% | 157,473 | 13,641 |
U.S. Social Core Equity 2 Portfolio Total Holding History ($B)
U.S. Social Core Equity 2 Portfolio's Asset Allocation
U.S. Social Core Equity 2 Portfolio Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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U.S. Social Core Equity 2 Portfolio's Hypothetical Growth since 2025-04-30
U.S. Social Core Equity 2 Portfolio's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
U.S. Social Core Equity 2 Portfolio's Holdings Heat Map
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U.S. Social Core Equity 2 Portfolio's Holdings Bubble Chart
U.S. Social Core Equity 2 Portfolio News
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