US
| |
U.S. Large Cap Growth PortfolioMutual Fund | |
| DFA INVESTMENT DIMENSIONS GROUP INC | |
| Last update 2025-06-28 | 108 Stocks (2 new) |
| Value $3.39 Bil | Turnover 6 % |
U.S. Large Cap Growth Portfoli... Top Holdings of 2025-04-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 1,015,972 | 215,894.0 | +33.59% | 6.370 | +1.60% | 0.010 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
NVDA | NVIDIA Corp | 1,723,850 | 187,761.7 | -8.42% | 5.540 | -0.53% | 0.010 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
MSFT | Microsoft Corp | 474,237 | 187,446.9 | +14.60% | 5.530 | +0.70% | 0.010 | +38.94% | +21.47% | 3,790,969.0 | Software | |
LLY | Eli Lilly and Co | 193,690 | 174,117.6 | -5.63% | 5.140 | -0.26% | 0.020 | -7.94% | +0.34% | 692,791.6 | Drug Manufacturers | |
MA | Mastercard Inc | 303,860 | 166,533.5 | -1.48% | 4.920 | -0.07% | 0.030 | +6.97% | +5.42% | 501,860.7 | Credit Services | |
V | Visa Inc | 467,244 | 161,432.8 | -11.17% | 4.760 | -0.56% | 0.020 | +6.07% | +10.81% | 681,869.3 | Credit Services | |
META | Meta Platforms Inc | 262,437 | 144,077.9 | -4.20% | 4.250 | -0.22% | 0.010 | +40.55% | +20.48% | 1,770,790.4 | Interactive Media | |
ABBV | AbbVie Inc | 700,813 | 136,728.6 | 0% | 4.040 | 0% | 0.040 | +10.35% | +9.44% | 334,309.4 | Drug Manufacturers | |
HD | The Home Depot Inc | 378,767 | 136,541.7 | -1.57% | 4.030 | -0.07% | 0.040 | +1.85% | -6.44% | 357,577.1 | Retail - Cyclical | |
COST | Costco Wholesale Corp | 100,034 | 99,483.8 | -0.37% | 2.940 | -0.01% | 0.020 | -4.25% | +4.03% | 421,724.5 | Retail - Defensive |
U.S. Large Cap Growth Portfolio's Historical Top Holdings Breakdowns
U.S. Large Cap Growth 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 2025-04-30 | Add Add | +1.60% | 172.42 ($220.47) 247.1 | $211.18 | -4.21% | Add 33.59% | 1,015,972 | 255,441 | |
AMZN | Amazon.com Inc | 2025-04-30 | Reduce Reduce | -1.47% | 167.32 ($201.66) 242.06 | $226.13 | 12.13% | Reduce -37.77% | 366,809 | -222,634 | |
IBM |
International Business Machines Corp
International Business Machines Corp
| 2025-04-30 | Add Add | +1.02% | 221.03 ($248.13) 264.74 | $285.87 | 15.21% | Add 796.55% | 160,635 | 142,718 | |
CAT | Caterpillar Inc | 2025-04-30 | Reduce Reduce | -0.85% | 273.94 ($329.87) 371.44 | $413.71 | 25.42% | Reduce -49.33% | 84,780 | -82,554 | |
MSFT | Microsoft Corp | 2025-04-30 | Add Add | +0.70% | 354.56 ($391.17) 416.13 | $510.05 | 30.39% | Add 14.6% | 474,237 | 60,418 | |
V | Visa Inc | 2025-04-30 | Reduce Reduce | -0.56% | 308.27 ($341.54) 362.71 | $349.05 | 2.20% | Reduce -11.17% | 467,244 | -58,748 | |
NVDA | NVIDIA Corp | 2025-04-30 | Reduce Reduce | -0.53% | 94.31 ($116.53) 140.11 | $172.41 | 47.95% | Reduce -8.42% | 1,723,850 | -158,470 | |
WMT | Walmart Inc | 2025-04-30 | New Buy New Buy | +0.41% | 81.79 ($93.24) 105.05 | $95.05 | 1.94% | New holding | 143,679 | 143,679 | |
AMP | Ameriprise Financial Inc | 2025-04-30 | Reduce Reduce | -0.32% | 422.19 ($497.45) 549.44 | $544.55 | 9.47% | Reduce -32.36% | 43,946 | -21,021 | |
UNP | Union Pacific Corp | 2025-04-30 | Add Add | +0.27% | 208.27 ($234.39) 251.17 | $224.87 | -4.06% | Add 56.22% | 116,749 | 42,015 |
U.S. Large Cap Growth Portfolio Total Holding History ($B)
U.S. Large Cap Growth Portfolio's Asset Allocation
U.S. Large Cap Growth 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 Growth Portfolio's Hypothetical Growth since 2025-04-30
U.S. Large Cap Growth Portfolio's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
U.S. Large Cap Growth Portfolio's Holdings Heat Map
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U.S. Large Cap Growth Portfolio's Holdings Bubble Chart
U.S. Large Cap Growth Portfolio News
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