Morgan Stanley shares owned by Dimensional Fund Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Dimensional Fund Advisors
from 13F filings
Historical chart of Dimensional Fund Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Dimensional Fund Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $845M | 8.1M | 104.24 |
| 2024-06-30 | $859M | 8.8M | 97.19 |
| 2024-03-31 | $809M | 8.6M | 94.16 |
| 2023-12-31 | $810M | 8.7M | 93.25 |
| 2023-09-30 | $751M | 9.2M | 81.67 |
| 2023-06-30 | $833M | 9.8M | 85.40 |
| 2023-03-31 | $873M | 9.9M | 87.80 |
| 2022-12-31 | $821M | 9.7M | 85.02 |
| 2022-09-30 | $754M | 9.5M | 79.01 |
| 2022-06-30 | $768M | 10M | 76.06 |
| 2022-03-31 | $888M | 10M | 87.42 |
| 2021-12-31 | $1.0B | 11M | 98.16 |
| 2021-09-30 | $1.1B | 12M | 97.32 |
| 2021-06-30 | $1.1B | 12M | 91.68 |
| 2021-03-31 | $966M | 12M | 77.67 |
| 2020-12-31 | $820M | 12M | 68.53 |
| 2020-09-30 | $477M | 9.9M | 48.34 |
| 2020-06-30 | $496M | 10M | 48.29 |
| 2020-03-31 | $352M | 10M | 34.00 |
| 2019-12-31 | $556M | 11M | 51.12 |
| 2019-09-30 | $468M | 11M | 42.67 |
| 2019-06-30 | $484M | 11M | 43.81 |
| 2019-03-31 | $496M | 12M | 42.20 |
| 2018-12-31 | $467M | 12M | 39.65 |
| 2018-09-30 | $542M | 12M | 46.58 |
| 2018-06-30 | $557M | 12M | 47.41 |
| 2018-03-31 | $623M | 12M | 53.96 |
| 2017-12-31 | $600M | 11M | 52.47 |
| 2017-09-30 | $569M | 12M | 48.17 |
| 2017-06-30 | $445M | 10M | 44.56 |
| 2017-03-31 | $415M | 9.7M | 42.84 |
| 2016-12-31 | $392M | 9.3M | 42.25 |
| 2016-09-30 | $266M | 8.3M | 32.05 |
| 2016-06-30 | $213M | 8.2M | 25.98 |
| 2016-03-31 | $208M | 8.3M | 25.01 |
| 2015-12-31 | $276M | 8.7M | 31.81 |
| 2015-09-30 | $279M | 8.9M | 31.50 |
| 2015-03-31 | $324M | 9.1M | 35.69 |
| 2014-12-31 | $379M | 9.8M | 38.80 |
| 2014-09-30 | $348M | 10M | 34.57 |
| 2014-06-30 | $361M | 11M | 32.32 |
| 2014-03-31 | $407M | 13M | 31.17 |
| 2013-12-31 | $431M | 14M | 31.36 |
| 2013-09-30 | $338M | 13M | 26.95 |
| 2013-06-30 | $295M | 12M | 24.44 |