US
| |
U.S. Large Cap Equity PortfolioMutual Fund | |
| DFA INVESTMENT DIMENSIONS GROUP INC | |
| Last update 2025-06-28 | 547 Stocks (20 new) |
| Value $2.01 Bil | Turnover 7 % |
U.S. Large Cap Equity Portfoli... 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 | 635,983 | 135,146.4 | +10.02% | 6.740 | +0.61% | 0.000 | +5.24% | -14.52% | 3,189,545.6 | Hardware | |
MSFT | Microsoft Corp | 298,873 | 118,132.5 | +9.47% | 5.890 | +0.51% | 0.000 | +33.94% | +18.80% | 3,707,650.2 | Software | |
NVDA | NVIDIA Corp | 988,727 | 107,692.1 | -17.98% | 5.370 | -1.21% | 0.000 | +56.53% | +18.67% | 3,885,913.3 | Semiconductors | |
AMZN | Amazon.com Inc | 355,781 | 65,613.1 | -9.14% | 3.270 | -0.39% | 0.000 | +25.22% | +1.83% | 2,371,799.3 | Retail - Cyclical | |
META | Meta Platforms Inc | 82,349 | 45,209.6 | -24.68% | 2.250 | -0.86% | 0.000 | +35.35% | +23.00% | 1,807,826.4 | Interactive Media | |
GOOGL | Alphabet Inc | 248,464 | 39,456.1 | -8.78% | 1.970 | -0.23% | 0.000 | +19.26% | -4.94% | 2,184,120.1 | Interactive Media | |
GOOG | Alphabet Inc | 227,868 | 36,661.7 | -1.85% | 1.830 | -0.04% | 0.000 | +18.43% | -4.97% | 2,184,120.1 | Interactive Media | |
LLY | Eli Lilly and Co | 34,473 | 30,989.5 | +23.45% | 1.540 | +0.29% | 0.000 | -0.86% | +1.50% | 700,835.3 | Drug Manufacturers | |
JPM | JPMorgan Chase & Co | 104,343 | 25,524.4 | -1.97% | 1.270 | -0.03% | 0.000 | +30.86% | +25.49% | 822,612.0 | Banks | |
BRK.B | Berkshire Hathaway Inc | 47,099 | 25,115.5 | +5.62% | 1.250 | +0.07% | 0.000 | -8.52% | +7.00% | 1,046,283.1 | Insurance |
U.S. Large Cap Equity Portfolio's Historical Top Holdings Breakdowns
U.S. Large Cap Equity 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 | -1.21% | 94.31 ($116.53) 140.11 | $159.34 | 36.74% | Reduce -17.98% | 988,727 | -216,768 | |
META | Meta Platforms Inc | 2025-04-30 | Reduce Reduce | -0.86% | 484.66 ($612.43) 736.67 | $719.01 | 17.40% | Reduce -24.68% | 82,349 | -26,982 | |
AAPL | Apple Inc | 2025-04-30 | Add Add | +0.61% | 172.42 ($220.47) 247.1 | $213.55 | -3.14% | Add 10.02% | 635,983 | 57,927 | |
MSFT | Microsoft Corp | 2025-04-30 | Add Add | +0.51% | 354.56 ($391.17) 416.13 | $498.84 | 27.53% | Add 9.47% | 298,873 | 25,858 | |
AMZN | Amazon.com Inc | 2025-04-30 | Reduce Reduce | -0.39% | 167.32 ($201.66) 242.06 | $223.41 | 10.79% | Reduce -9.14% | 355,781 | -35,777 | |
LLY | Eli Lilly and Co | 2025-04-30 | Add Add | +0.29% | 720.91 ($837.96) 929.72 | $780.67 | -6.84% | Add 23.45% | 34,473 | 6,549 | |
JNJ | Johnson & Johnson | 2025-04-30 | Add Add | +0.28% | 148.69 ($158.75) 167.7 | $156.01 | -1.73% | Add 42.95% | 118,868 | 35,717 | |
GOOGL | Alphabet Inc | 2025-04-30 | Reduce Reduce | -0.23% | 144.7 ($168.14) 206.38 | $179.53 | 6.77% | Reduce -8.78% | 248,464 | -23,904 | |
KO | Coca-Cola Co | 2025-04-30 | Add Add | +0.19% | 62.67 ($69.89) 73.9 | $71.35 | 2.09% | Add 47.9% | 165,359 | 53,555 | |
PFE | Pfizer Inc | 2025-04-30 | Add Add | +0.19% | 21.59 ($24.91) 26.74 | $25.38 | 1.89% | Add 236.91% | 218,640 | 153,744 |
U.S. Large Cap Equity Portfolio Total Holding History ($B)
U.S. Large Cap Equity Portfolio's Asset Allocation
U.S. Large Cap Equity Portfolio Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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U.S. Large Cap Equity Portfolio's Hypothetical Growth since 2025-04-30
U.S. Large Cap Equity Portfolio's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
U.S. Large Cap Equity Portfolio's Holdings Heat Map
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U.S. Large Cap Equity Portfolio's Holdings Bubble Chart
U.S. Large Cap Equity Portfolio News
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