Dimensional Fund Advisors
BEN icon

Dimensional Fund Advisors’s Franklin Resources BEN Stock Holding History

Dimensional Fund Advisors’s Portfolio BEN Stock Details BEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$227M Buy
9,512,724
+2,289,355
+32% +$54.6M 0.05% 435
2025
Q1 		$139M Buy
7,223,369
+1,220,419
+20% +$23.5M 0.03% 710
2024
Q4 		$122M Buy
6,002,950
+460,270
+8% +$9.34M 0.03% 867
2024
Q3 		$112M Buy
5,542,680
+2,358,730
+74% +$47.5M 0.03% 947
2024
Q2 		$71.2M Buy
3,183,950
+54,063
+2% +$1.21M 0.02% 1217
2024
Q1 		$88M Buy
3,129,887
+62,107
+2% +$1.75M 0.02% 1046
2023
Q4 		$91.4M Buy
3,067,780
+154,850
+5% +$4.61M 0.03% 983
2023
Q3 		$71.6M Sell
2,912,930
-184,902
-6% -$4.55M 0.02% 1069
2023
Q2 		$82.8M Buy
3,097,832
+102,444
+3% +$2.74M 0.03% 974
2023
Q1 		$80.7M Buy
2,995,388
+166,387
+6% +$4.48M 0.03% 976
2022
Q4 		$74.6K Buy
2,829,001
+81,002
+3% +$2.14K 0.02% 988
2022
Q3 		$59.2M Buy
2,747,999
+236,081
+9% +$5.08M 0.02% 1082
2022
Q2 		$58.5M Sell
2,511,918
-80,430
-3% -$1.87M 0.02% 1160
2022
Q1 		$72.4M Buy
2,592,348
+7,827
+0.3% +$219K 0.02% 1105
2021
Q4 		$86.6M Sell
2,584,521
-6,705
-0.3% -$225K 0.03% 1006
2021
Q3 		$77M Sell
2,591,226
-209,240
-7% -$6.22M 0.02% 1046
2021
Q2 		$89.6M Sell
2,800,466
-40,732
-1% -$1.3M 0.03% 945
2021
Q1 		$84.1M Buy
2,841,198
+18,567
+0.7% +$550K 0.03% 975
2020
Q4 		$70.5M Buy
2,822,631
+82,295
+3% +$2.06M 0.03% 1076
2020
Q3 		$55.8M Buy
2,740,336
+163,073
+6% +$3.32M 0.02% 1102
2020
Q2 		$54M Sell
2,577,263
-35,508
-1% -$744K 0.02% 1140
2020
Q1 		$43.6M Buy
2,612,771
+284,006
+12% +$4.74M 0.02% 1142
2019
Q4 		$60.5M Buy
2,328,765
+250,369
+12% +$6.5M 0.02% 1238
2019
Q3 		$60M Buy
2,078,396
+23,115
+1% +$667K 0.02% 1215
2019
Q2 		$71.5M Sell
2,055,281
-25,339
-1% -$882K 0.03% 1035
2019
Q1 		$68.9M Buy
2,080,620
+298,938
+17% +$9.91M 0.03% 1029
2018
Q4 		$52.8M Buy
1,781,682
+276,546
+18% +$8.2M 0.02% 1184
2018
Q3 		$45.8M Buy
1,505,136
+133,632
+10% +$4.06M 0.02% 1556
2018
Q2 		$44M Buy
1,371,504
+144,888
+12% +$4.64M 0.02% 1555
2018
Q1 		$42.5M Buy
1,226,616
+23,274
+2% +$807K 0.02% 1510
2017
Q4 		$52.1M Sell
1,203,342
-11,271
-0.9% -$488K 0.02% 1312
2017
Q3 		$54.1M Sell
1,214,613
-15,167
-1% -$675K 0.02% 1220
2017
Q2 		$55.1M Buy
1,229,780
+11,550
+0.9% +$517K 0.03% 1124
2017
Q1 		$51.3M Buy
1,218,230
+7,809
+0.6% +$329K 0.02% 1152
2016
Q4 		$47.9M Buy
1,210,421
+4,464
+0.4% +$177K 0.02% 1174
2016
Q3 		$42.9M Buy
1,205,957
+83,456
+7% +$2.97M 0.02% 1204
2016
Q2 		$37.5M Buy
1,122,501
+59,529
+6% +$1.99M 0.02% 1280
2016
Q1 		$41.5M Buy
1,062,972
+28,064
+3% +$1.1M 0.02% 1131
2015
Q4 		$38.1M Buy
1,034,908
+37,672
+4% +$1.39M 0.02% 1135
2015
Q3 		$37.2M Buy
997,236
+93,334
+10% +$3.48M 0.02% 1111
2015
Q2 		$44.3M Buy
903,902
+170,309
+23% +$8.35M 0.03% 994
2015
Q1 		$37.6M Buy
733,593
+130,693
+22% +$6.71M 0.02% 1134
2014
Q4 		$33.4M Buy
602,900
+81,363
+16% +$4.51M 0.02% 1175
2014
Q3 		$28.5M Buy
521,537
+12,682
+2% +$693K 0.02% 1216
2014
Q2 		$29.4M Buy
508,855
+442
+0.1% +$25.6K 0.02% 1227
2014
Q1 		$27.5M Buy
508,413
+3,770
+0.7% +$204K 0.02% 1214
2013
Q4 		$29.1M Buy
504,643
+1,381
+0.3% +$79.7K 0.02% 1097
2013
Q3 		$25.4M Sell
503,262
-696
-0.1% -$35.2K 0.02% 1124
2013
Q2 		$22.9M Buy
+503,958
New +$22.9M 0.02% 1124