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Morningstar shares owned by Index Fund Advisors

Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Index Fund Advisors from 13F filings

Historical chart of Index Fund Advisors investment in Morningstar

Tip: Access up to 7 years of quarterly data

All positions including Morningstar held by Index Fund Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morningstar by Index Fund Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $478k 2.1k 232.01
2025-06-30 $1.2M 3.9k 313.93

More positions owned by Index Fund Advisors

Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Index Fund Advisors

Top funds holding Morningstar

Vanguard Group
BlackRock
Select Equity
Morgan Stanley
Bamco
Kayne Anderson Rudnick Investment Management
State Street Corporation
Geode Capital Management
Wellington Management Company
AQR Capital Management
Renaissance Technologies
Massachusetts Financial Services
Dimensional Fund Advisors
Liontrust Investment Partners
Daniel D. Thurber

View all funds holding Morningstar