US

U.S. Sustainability Core 1 Portfolio

Mutual Fund
DFA INVESTMENT DIMENSIONS GROUP INC
Last update 2025-06-29 1972 Stocks (136 new)
Value $7.03 Bil Turnover 4 %
Countries:
Top Holdings: AAPL(6.10%)NVDA(5.15%)META(3.18%)AMZN(2.54%)MSFT(2.40%)
Summary Stock Picks Current Portfolio
U.S. Sustainability Core 1 Por... 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
2,017,593
428,738.5
+9.20%
6.100
+0.51%
0.010
+10.15%
-14.95%
3,173,564.3
Hardware
NVDA
NVIDIA Corp
3,324,898
362,147.9
-2.37%
5.150
-0.12%
0.010
+76.86%
+27.64%
4,179,539.5
Semiconductors
META
Meta Platforms Inc
406,872
223,372.7
-3.23%
3.180
-0.12%
0.020
+47.22%
+21.97%
1,792,627.3
Interactive Media
AMZN
Amazon.com Inc
966,853
178,307.0
+0.91%
2.540
+0.02%
0.010
+37.04%
+4.52%
2,434,329.6
Retail - Cyclical
MSFT
Microsoft Corp
427,560
168,997.4
-0.25%
2.400
-0.01%
0.010
+42.29%
+21.48%
3,791,043.3
Software
JPM
JPMorgan Chase & Co
482,178
117,950.4
0%
1.680
0%
0.020
+27.68%
+23.35%
800,072.7
Banks
GOOGL
Alphabet Inc
740,804
117,639.7
+5.63%
1.670
+0.09%
0.010
+28.89%
+0.66%
2,312,548.2
Interactive Media
GOOG
Alphabet Inc
633,075
101,855.4
0%
1.450
0%
0.010
+27.71%
+0.61%
2,312,548.2
Interactive Media
LLY
Eli Lilly and Co
111,619
100,339.9
+36.50%
1.430
+0.38%
0.010
-6.64%
-0.90%
684,236.2
Drug Manufacturers
AVGO
Broadcom Inc
498,713
95,987.3
-0.37%
1.370
-0.01%
0.010
+73.81%
+24.98%
1,355,587.4
Semiconductors

U.S. Sustainability Core 1 Portfolio's Historical Top Holdings Breakdowns

U.S. Sustainability Core 1 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
AAPL
Apple Inc
2025-04-30
Add
Add
+0.51%
●
172.42 ($220.47) 247.1
$212.48
-3.62%
Add 9.2%
2,017,593
170,019
LLY
Eli Lilly and Co
2025-04-30
Add
Add
+0.38%
●
720.91 ($837.96) 929.72
$762.18
-9.04%
Add 36.5%
111,619
29,848
COST
Costco Wholesale Corp
2025-04-30
Reduce
Reduce
-0.22%
●
890.62 ($983.15) 1076.86
$947.56
-3.62%
Reduce -23.86%
56,061
-17,564
GS
The Goldman Sachs Group Inc
2025-04-30
Add
Add
+0.16%
●
462.22 ($570.89) 672.19
$706.00
23.67%
Add 52.31%
60,155
20,660
UNH
UnitedHealth Group Inc
2025-04-30
Reduce
Reduce
-0.14%
●
409.23 ($503.1) 599.47
$282.14
-43.92%
Reduce -11.84%
154,069
-20,688
UBER
Uber Technologies Inc
2025-04-30
Add
Add
+0.12%
●
64.48 ($74.12) 81.49
$91.16
22.99%
Add 69.09%
253,492
103,576
NVDA
NVIDIA Corp
2025-04-30
Reduce
Reduce
-0.12%
●
94.31 ($116.53) 140.11
$171.38
47.07%
Reduce -2.37%
3,324,898
-80,636
META
Meta Platforms Inc
2025-04-30
Reduce
Reduce
-0.12%
●
484.66 ($612.43) 736.67
$712.97
16.42%
Reduce -3.23%
406,872
-13,561
NKE
Nike Inc
2025-04-30
Add
Add
+0.11%
●
53.27 ($68.13) 81.72
$74.02
8.65%
Add 67.18%
354,178
142,319
CRM
Salesforce Inc
2025-04-30
Add
Add
+0.10%
●
236.26 ($285.96) 347.93
$262.28
-8.28%
Add 38.65%
96,888
27,007

U.S. Sustainability Core 1 Portfolio Total Holding History ($B)

To

U.S. Sustainability Core 1 Portfolio's Asset Allocation

To

U.S. Sustainability Core 1 Portfolio Past Portfolios

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

Top Ranked Articles

  • 1

U.S. Sustainability Core 1 Portfolio's Hypothetical Growth since 2025-04-30

U.S. Sustainability Core 1 Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

U.S. Sustainability Core 1 Portfolio's Holdings Heat Map

Size field:

U.S. Sustainability Core 1 Portfolio's Holdings Bubble Chart

U.S. Sustainability Core 1 Portfolio News

  • 1

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