# TAX-MANAGED U.S. EQUITY PORTFOLIO

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.

## Profile

- Series ID: S000000972
- Registrant: DFA INVESTMENT DIMENSIONS GROUP INC
- LEI: 549300XPBJZ6LOHAUH72
- Net assets: $5.4B
- Total assets: $5.5B
- As of: 2021-04-30

## Advisers

- [Dimensional Fund Advisors LP (Advisor)](https://search.stillhousedata.com/firm/106482)

## Top holdings (200 reported)

_Showing 15 of 200 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [Apple Inc](https://search.stillhousedata.com/security/037833100) | — | $317.0M | 586.50% |
| [Microsoft Corp](https://search.stillhousedata.com/security/594918104) | — | $251.2M | 464.70% |
| [Amazon.com Inc](https://search.stillhousedata.com/security/023135106) | — | $211.5M | 391.24% |
| [Facebook Inc](https://search.stillhousedata.com/security/30303M102) | — | $108.0M | 199.91% |
| [Alphabet Inc](https://search.stillhousedata.com/security/02079K107) | — | $100.0M | 185.10% |
| [Alphabet Inc](https://search.stillhousedata.com/security/02079K305) | — | $97.8M | 180.87% |
| [Berkshire Hathaway Inc](https://search.stillhousedata.com/security/084670702) | — | $74.0M | 136.92% |
| [Tesla Inc](https://search.stillhousedata.com/security/88160R101) | — | $70.1M | 129.74% |
| [JPMorgan Chase & Co](https://search.stillhousedata.com/security/46625H100) | — | $64.8M | 119.90% |
| [Johnson & Johnson](https://search.stillhousedata.com/security/478160104) | — | $59.4M | 109.82% |
| [Visa Inc](https://search.stillhousedata.com/security/92826C839) | — | $54.6M | 100.93% |
| [UnitedHealth Group Inc](https://search.stillhousedata.com/security/91324P102) | — | $52.4M | 97.00% |
| [NVIDIA Corp](https://search.stillhousedata.com/security/67066G104) | — | $50.0M | 92.55% |
| [Home Depot Inc/The](https://search.stillhousedata.com/security/437076102) | — | $48.3M | 89.31% |
| [Mastercard Inc](https://search.stillhousedata.com/security/57636Q104) | — | $47.3M | 87.48% |

## Net asset history

| 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 |

## More

- [Registrant: DFA INVESTMENT DIMENSIONS GROUP INC](https://search.stillhousedata.com/registrant/355437)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000000972.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.