US
| |
U.S. CORE EQUITY 1 PORTFOLIO | DFEOXMutual Fund | |
| DFA INVESTMENT DIMENSIONS GROUP INC | |
| Last update 2025-06-29 | 2381 Stocks (43 new) |
| Value $32.29 Bil | Turnover 0 % |
U.S. CORE EQUITY 1 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 | 7,907,360 | 1,680,314.0 | +0.57% | 5.200 | +0.03% | 0.050 | +5.24% | -14.52% | 3,189,545.6 | Hardware | |
NVDA | NVIDIA Corp | 14,069,629 | 1,532,464.0 | -6.23% | 4.750 | -0.31% | 0.060 | +56.53% | +18.67% | 3,885,913.3 | Semiconductors | |
MSFT | Microsoft Corp | 3,592,999 | 1,420,168.8 | -0.02% | 4.400 | 0% | 0.050 | +33.94% | +18.80% | 3,707,650.2 | Software | |
AMZN | Amazon.com Inc | 4,429,701 | 816,925.5 | -2.70% | 2.530 | -0.08% | 0.040 | +25.22% | +1.83% | 2,371,799.3 | Retail - Cyclical | |
META | Meta Platforms Inc | 1,162,818 | 638,387.1 | -3.57% | 1.980 | -0.08% | 0.050 | +35.35% | +23.00% | 1,807,826.4 | Interactive Media | |
JPM | JPMorgan Chase & Co | 2,201,688 | 538,576.9 | 0% | 1.670 | 0% | 0.080 | +30.86% | +25.49% | 822,612.0 | Banks | |
BRK.B | Berkshire Hathaway Inc | 914,576 | 487,697.7 | -4.18% | 1.510 | -0.05% | 0.040 | -8.52% | +7.00% | 1,046,283.1 | Insurance | |
GOOGL | Alphabet Inc | 2,762,096 | 438,620.8 | 0% | 1.360 | 0% | 0.020 | +19.26% | -4.94% | 2,184,120.1 | Interactive Media | |
LLY | Eli Lilly and Co | 474,101 | 426,193.1 | -0.46% | 1.320 | 0% | 0.050 | -0.86% | +1.50% | 700,835.3 | Drug Manufacturers | |
GOOG | Alphabet Inc | 2,455,878 | 395,126.2 | -0.48% | 1.220 | -0.01% | 0.020 | +18.43% | -4.97% | 2,184,120.1 | Interactive Media |
U.S. CORE EQUITY 1 PORTFOLIO's Historical Top Holdings Breakdowns
U.S. CORE EQUITY 1 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 | -0.31% | 94.31 ($116.53) 140.11 | $159.34 | 36.74% | Reduce -6.23% | 14,069,629 | -934,861 | |
UNH | UnitedHealth Group Inc | 2025-04-30 | Reduce Reduce | -0.08% | 409.23 ($503.1) 599.47 | $308.55 | -38.67% | Reduce -12.38% | 394,905 | -55,800 | |
META | Meta Platforms Inc | 2025-04-30 | Reduce Reduce | -0.08% | 484.66 ($612.43) 736.67 | $719.01 | 17.40% | Reduce -3.57% | 1,162,818 | -42,996 | |
AMZN | Amazon.com Inc | 2025-04-30 | Reduce Reduce | -0.08% | 167.32 ($201.66) 242.06 | $223.41 | 10.79% | Reduce -2.7% | 4,429,701 | -123,099 | |
AMCR | Amcor PLC | 2025-04-30 | Add Add | +0.06% | 8.57 ($9.75) 10.39 | $9.63 | -1.23% | Add 246.48% | 3,090,829 | 2,198,765 | |
| BERY Unlock Delisted | Berry Global Group Inc | 2025-04-30 | Sold Out Sold Out | -0.06% | 61.74 ($69.55) 73.03 | $67.58 | -2.83% | Sold Out | 0 | -303,278 | |
BRK.B | Berkshire Hathaway Inc | 2025-04-30 | Reduce Reduce | -0.05% | 464.61 ($506.31) 537.72 | $485.00 | -4.21% | Reduce -4.18% | 914,576 | -39,880 | |
BMY | Bristol-Myers Squibb Co | 2025-04-30 | Add Add | +0.05% | 47.9 ($56.36) 63.11 | $46.92 | -16.75% | Add 44.96% | 952,454 | 295,397 | |
K | Kellanova | 2025-04-30 | Sold Out Sold Out | -0.05% | 81.64 ($82.36) 82.9 | $80.00 | -2.87% | Sold Out | 0 | -230,467 | |
JNJ | Johnson & Johnson | 2025-04-30 | Add Add | +0.04% | 148.69 ($158.75) 167.7 | $156.01 | -1.73% | Add 7.13% | 1,293,660 | 86,062 |
U.S. CORE EQUITY 1 PORTFOLIO Total Holding History ($B)
U.S. CORE EQUITY 1 PORTFOLIO's Asset Allocation
U.S. CORE EQUITY 1 PORTFOLIO Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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U.S. CORE EQUITY 1 PORTFOLIO's Hypothetical Growth since 2025-04-30
U.S. CORE EQUITY 1 PORTFOLIO's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
U.S. CORE EQUITY 1 PORTFOLIO's Holdings Heat Map
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U.S. CORE EQUITY 1 PORTFOLIO's Holdings Bubble Chart
U.S. CORE EQUITY 1 PORTFOLIO News
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