TAX-MANAGED U.S. EQUITY PORTFOLIO is a registered fund series of DFA INVESTMENT DIMENSIONS GROUP INC (series S000000972). Net assets $5.4B as of 2021-04-30.
Showing 15 of 200 holdings by value.
| Holding | Ticker | Value | % of fund |
|---|---|---|---|
| Apple Inc | — | $317.0M | 586.50% |
| Microsoft Corp | — | $251.2M | 464.70% |
| Amazon.com Inc | — | $211.5M | 391.24% |
| Facebook Inc | — | $108.0M | 199.91% |
| Alphabet Inc | — | $100.0M | 185.10% |
| Alphabet Inc | — | $97.8M | 180.87% |
| Berkshire Hathaway Inc | — | $74.0M | 136.92% |
| Tesla Inc | — | $70.1M | 129.74% |
| JPMorgan Chase & Co | — | $64.8M | 119.90% |
| Johnson & Johnson | — | $59.4M | 109.82% |
| Visa Inc | — | $54.6M | 100.93% |
| UnitedHealth Group Inc | — | $52.4M | 97.00% |
| NVIDIA Corp | — | $50.0M | 92.55% |
| Home Depot Inc/The | — | $48.3M | 89.31% |
| Mastercard Inc | — | $47.3M | 87.48% |
| Report date | Net assets |
|---|---|
| 2021-04-30 | $5.4B |
| 2021-01-31 | $4.8B |
| 2020-10-31 | $4.2B |
| 2020-07-31 | $4.2B |
| 2020-04-30 | $3.8B |
| 2020-01-31 | $4.2B |
| 2019-10-31 | $4.0B |