US

U.S. LARGE COMPANY PORTFOLIO | DFUSX

Mutual Fund
DIMENSIONAL INVESTMENT GROUP INC
Last update 2025-06-28 503 Stocks (4 new)
Value $11.56 Bil Turnover 0 %
Countries:
Top Holdings: AAPL(6.76%)MSFT(6.23%)NVDA(5.65%)AMZN(3.69%)META(2.55%)
Summary Stock Picks Current Portfolio
U.S. LARGE COMPANY PORTFOLIO 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
3,679,459
781,885.0
-1.63%
6.760
-0.11%
0.020
+7.48%
-14.18%
3,202,241.1
Hardware
MSFT
Microsoft Corp
1,820,858
719,712.3
-1.03%
6.230
-0.06%
0.020
+38.00%
+20.34%
3,755,441.4
Software
NVDA
NVIDIA Corp
5,998,515
653,358.3
-1.18%
5.650
-0.07%
0.020
+68.92%
+24.40%
4,073,453.7
Semiconductors
AMZN
Amazon.com Inc
2,310,259
426,058.0
-0.24%
3.690
-0.01%
0.020
+31.35%
+3.68%
2,414,901.7
Retail - Cyclical
META
Meta Platforms Inc
536,396
294,481.4
-0.57%
2.550
-0.02%
0.020
+40.99%
+20.58%
1,772,123.0
Interactive Media
BRK.B
Berkshire Hathaway Inc
448,968
239,412.2
-1.03%
2.070
-0.02%
0.020
-8.19%
+5.48%
1,030,137.3
Insurance
GOOGL
Alphabet Inc
1,428,754
226,886.1
-1.19%
1.960
-0.03%
0.010
+26.47%
+1.32%
2,326,066.7
Interactive Media
AVGO
Broadcom Inc
1,148,138
220,982.1
-0.67%
1.910
-0.01%
0.020
+64.67%
+20.81%
1,310,340.0
Semiconductors
TSLA
Tesla Inc
685,446
193,405.4
-0.82%
1.670
-0.02%
0.020
+39.56%
-17.76%
1,069,711.8
Vehicles & Parts
GOOG
Alphabet Inc
1,157,959
186,304.0
-1.69%
1.610
-0.03%
0.010
+24.98%
+1.11%
2,326,066.7
Interactive Media

U.S. LARGE COMPANY PORTFOLIO's Historical Top Holdings Breakdowns

U.S. LARGE COMPANY PORTFOLIO's Top Stock Picks View Full List
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
$239.82
26.86%
New holding
83,141
83,141
AAPL
Apple Inc
2025-04-30
Reduce
Reduce
-0.11%
●
172.42 ($220.47) 247.1
$214.40
-2.75%
Reduce -1.63%
3,679,459
-60,905
NVDA
NVIDIA Corp
2025-04-30
Reduce
Reduce
-0.07%
●
94.31 ($116.53) 140.11
$167.03
43.34%
Reduce -1.18%
5,998,515
-71,399
MSFT
Microsoft Corp
2025-04-30
Reduce
Reduce
-0.06%
●
354.56 ($391.17) 416.13
$505.27
29.17%
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
$99.61
-4.58%
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
$178.61
2.27%
New holding
30,365
30,365
GOOGL
Alphabet Inc
2025-04-30
Reduce
Reduce
-0.03%
●
144.7 ($168.14) 206.38
$191.34
13.80%
Reduce -1.19%
1,428,754
-17,227
GOOG
Alphabet Inc
2025-04-30
Reduce
Reduce
-0.03%
●
146.58 ($170.12) 207.71
$192.11
12.93%
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
$95.39
22.04%
Add 12.84%
417,503
47,510
JPM
JPMorgan Chase & Co
2025-04-30
Reduce
Reduce
-0.03%
●
210.28 ($248.02) 279.95
$291.43
17.50%
Reduce -1.7%
684,897
-11,876

U.S. LARGE COMPANY PORTFOLIO Total Holding History ($B)

To

U.S. LARGE COMPANY PORTFOLIO's Asset Allocation

To

U.S. LARGE COMPANY PORTFOLIO Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

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

Size field:

U.S. LARGE COMPANY PORTFOLIO's Holdings Bubble Chart

U.S. LARGE COMPANY PORTFOLIO News

  • 1

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