Morningstar shares owned by Dimensional Fund Advisors
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Dimensional Fund Advisors
from 13F filings
Historical chart of Dimensional Fund Advisors investment in Morningstar
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Quarterly reported holdings in Morningstar by Dimensional Fund Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $98M | 420k | 232.01 |
| 2025-06-30 | $104M | 332k | 313.93 |
| 2025-03-31 | $95M | 317k | 299.87 |
| 2024-12-31 | $103M | 305k | 336.76 |
| 2024-09-30 | $93M | 292k | 319.12 |
| 2024-06-30 | $81M | 272k | 295.85 |
| 2024-03-31 | $82M | 267k | 308.37 |
| 2023-12-31 | $85M | 296k | 286.24 |
| 2023-09-30 | $69M | 296k | 234.24 |
| 2023-06-30 | $58M | 295k | 196.07 |
| 2023-03-31 | $60M | 297k | 203.03 |
| 2022-12-31 | $65M | 302k | 216.59 |
| 2022-09-30 | $65M | 306k | 212.32 |
| 2022-06-30 | $74M | 306k | 241.83 |
| 2022-03-31 | $86M | 315k | 273.19 |
| 2021-12-31 | $107M | 314k | 341.99 |
| 2021-09-30 | $82M | 315k | 259.05 |
| 2021-06-30 | $81M | 314k | 257.11 |
| 2021-03-31 | $71M | 316k | 225.05 |
| 2020-12-31 | $73M | 313k | 231.56 |
| 2020-09-30 | $51M | 315k | 160.60 |
| 2020-06-30 | $44M | 314k | 140.97 |
| 2020-03-31 | $37M | 315k | 116.25 |
| 2019-12-31 | $47M | 312k | 151.31 |
| 2019-09-30 | $46M | 316k | 146.14 |
| 2019-06-30 | $46M | 316k | 144.64 |
| 2019-03-31 | $43M | 338k | 125.98 |
| 2018-12-31 | $43M | 387k | 109.84 |
| 2018-09-30 | $50M | 396k | 125.90 |
| 2018-06-30 | $50M | 392k | 128.25 |
| 2018-03-31 | $38M | 395k | 95.52 |
| 2017-12-31 | $36M | 371k | 96.97 |
| 2017-09-30 | $30M | 352k | 84.99 |
| 2017-06-30 | $25M | 315k | 78.34 |
| 2017-03-31 | $21M | 265k | 78.60 |
| 2016-12-31 | $19M | 253k | 73.56 |
| 2016-09-30 | $20M | 257k | 79.27 |
| 2016-06-30 | $21M | 251k | 81.77 |
| 2016-03-31 | $22M | 254k | 88.27 |
| 2015-12-31 | $19M | 238k | 80.41 |
| 2015-09-30 | $16M | 203k | 80.26 |
| 2015-03-31 | $12M | 163k | 74.91 |
| 2014-12-31 | $9.6M | 149k | 64.72 |
| 2014-09-30 | $6.4M | 95k | 67.91 |
| 2014-06-30 | $6.5M | 91k | 71.80 |
| 2014-03-31 | $7.2M | 92k | 79.00 |
| 2013-12-31 | $7.1M | 91k | 78.11 |
| 2013-09-30 | $6.8M | 86k | 79.25 |
| 2013-06-30 | $6.5M | 84k | 77.54 |