Franklin Resources shares owned by Dimensional Fund Advisors
Quarter-by-quarter ownership of Franklin Resources (BEN) shares owned by Dimensional Fund Advisors
from 13F filings
Historical chart of Dimensional Fund Advisors investment in Franklin Resources
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Quarterly reported holdings in Franklin Resources by Dimensional Fund Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $233M | 10M | 23.13 |
| 2025-06-30 | $227M | 9.5M | 23.85 |
| 2025-03-31 | $139M | 7.2M | 19.25 |
| 2024-12-31 | $122M | 6.0M | 20.29 |
| 2024-09-30 | $112M | 5.5M | 20.15 |
| 2024-06-30 | $71M | 3.2M | 22.35 |
| 2024-03-31 | $88M | 3.1M | 28.11 |
| 2023-12-31 | $91M | 3.1M | 29.79 |
| 2023-09-30 | $72M | 2.9M | 24.58 |
| 2023-06-30 | $83M | 3.1M | 26.71 |
| 2023-03-31 | $81M | 3.0M | 26.94 |
| 2022-12-31 | $75M | 2.8M | 26.38 |
| 2022-09-30 | $59M | 2.7M | 21.52 |
| 2022-06-30 | $59M | 2.5M | 23.31 |
| 2022-03-31 | $72M | 2.6M | 27.93 |
| 2021-12-31 | $87M | 2.6M | 33.49 |
| 2021-09-30 | $77M | 2.6M | 29.73 |
| 2021-06-30 | $90M | 2.8M | 31.99 |
| 2021-03-31 | $84M | 2.8M | 29.60 |
| 2020-12-31 | $71M | 2.8M | 24.99 |
| 2020-09-30 | $56M | 2.7M | 20.34 |
| 2020-06-30 | $54M | 2.6M | 20.96 |
| 2020-03-31 | $44M | 2.6M | 16.70 |
| 2019-12-31 | $61M | 2.3M | 25.98 |
| 2019-09-30 | $60M | 2.1M | 28.86 |
| 2019-06-30 | $72M | 2.1M | 34.80 |
| 2019-03-31 | $69M | 2.1M | 33.14 |
| 2018-12-31 | $53M | 1.8M | 29.66 |
| 2018-09-30 | $46M | 1.5M | 30.42 |
| 2018-06-30 | $44M | 1.4M | 32.05 |
| 2018-03-31 | $43M | 1.2M | 34.68 |
| 2017-12-31 | $52M | 1.2M | 43.33 |
| 2017-09-30 | $54M | 1.2M | 44.51 |
| 2017-06-30 | $55M | 1.2M | 44.79 |
| 2017-03-31 | $51M | 1.2M | 42.14 |
| 2016-12-31 | $48M | 1.2M | 39.58 |
| 2016-09-30 | $43M | 1.2M | 35.57 |
| 2016-06-30 | $38M | 1.1M | 33.37 |
| 2016-03-31 | $42M | 1.1M | 39.05 |
| 2015-12-31 | $38M | 1.0M | 36.82 |
| 2015-09-30 | $37M | 997k | 37.26 |
| 2015-03-31 | $38M | 734k | 51.32 |
| 2014-12-31 | $33M | 603k | 55.38 |
| 2014-09-30 | $29M | 522k | 54.61 |
| 2014-06-30 | $29M | 509k | 57.84 |
| 2014-03-31 | $28M | 508k | 54.17 |
| 2013-12-31 | $29M | 505k | 57.72 |
| 2013-09-30 | $25M | 503k | 50.55 |
| 2013-06-30 | $23M | 168k | 136.05 |