Dimensional Fund Advisors’s Franklin Templeton BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $340M | Sell |
10,224,825
-635,500
| -6% | -$19M | 0.06% | 332 |
|
|
2026
Q1 | $256M | Sell |
10,860,325
-22,535
| -0.2% | -$580K | 0.05% | 415 |
|
|
2025
Q4 | $260M | Buy |
10,882,860
+816,952
| +8% | +$18.8M | 0.05% | 415 |
|
|
2025
Q3 | $233M | Buy |
10,065,908
+553,184
| +6% | +$13.7M | 0.05% | 456 |
|
|
2025
Q2 | $227M | Buy |
9,512,724
+2,289,355
| +32% | +$47.2M | 0.05% | 435 |
|
|
2025
Q1 | $139M | Buy |
7,223,369
+1,220,419
| +20% | +$24.5M | 0.03% | 710 |
|
|
2024
Q4 | $122M | Buy |
6,002,950
+460,270
| +8% | +$9.7M | 0.03% | 867 |
|
|
2024
Q3 | $112M | Buy |
5,542,680
+2,358,730
| +74% | +$50.8M | 0.03% | 947 |
|
|
2024
Q2 | $71.2M | Buy |
3,183,950
+54,063
| +2% | +$1.3M | 0.02% | 1217 |
|
|
2024
Q1 | $88M | Buy |
3,129,887
+62,107
| +2% | +$1.71M | 0.02% | 1046 |
|
|
2023
Q4 | $91.4M | Buy |
3,067,780
+154,850
| +5% | +$3.85M | 0.03% | 983 |
|
|
2023
Q3 | $71.6M | Sell |
2,912,930
-184,902
| -6% | -$5M | 0.02% | 1069 |
|
|
2023
Q2 | $82.8M | Buy |
3,097,832
+102,444
| +3% | +$2.65M | 0.03% | 974 |
|
|
2023
Q1 | $80.7M | Buy |
+2,995,388
| New | +$87.5M | 0.03% | 976 |
|
|
2022
Q3 | $59.2M | Buy |
2,747,999
+236,081
| +9% | +$6.07M | 0.02% | 1082 |
|
|
2022
Q2 | $58.5M | Sell |
2,511,918
-80,430
| -3% | -$2.06M | 0.02% | 1160 |
|
|
2022
Q1 | $72.4M | Buy |
2,592,348
+7,827
| +0.3% | +$239K | 0.02% | 1105 |
|
|
2021
Q4 | $86.5M | Sell |
2,584,521
-6,705
| -0.3% | -$221K | 0.03% | 1006 |
|
|
2021
Q3 | $77M | Sell |
2,591,226
-209,240
| -7% | -$6.53M | 0.02% | 1046 |
|
|
2021
Q2 | $89.6M | Sell |
2,800,466
-40,732
| -1% | -$1.32M | 0.03% | 945 |
|
|
2021
Q1 | $84.1M | Buy |
2,841,198
+18,567
| +0.7% | +$507K | 0.03% | 975 |
|
|
2020
Q4 | $70.5M | Buy |
2,822,631
+82,295
| +3% | +$1.84M | 0.03% | 1076 |
|
|
2020
Q3 | $55.8M | Buy |
2,740,336
+163,073
| +6% | +$3.42M | 0.02% | 1102 |
|
|
2020
Q2 | $54M | Sell |
2,577,263
-35,508
| -1% | -$670K | 0.02% | 1140 |
|
|
2020
Q1 | $43.6M | Buy |
2,612,771
+284,006
| +12% | +$6.52M | 0.02% | 1142 |
|
|
2019
Q4 | $60.5M | Buy |
2,328,765
+250,369
| +12% | +$6.8M | 0.02% | 1238 |
|
|
2019
Q3 | $60M | Buy |
2,078,396
+23,115
| +1% | +$707K | 0.02% | 1215 |
|
|
2019
Q2 | $71.5M | Sell |
2,055,281
-25,339
| -1% | -$862K | 0.03% | 1035 |
|
|
2019
Q1 | $68.9M | Buy |
2,080,620
+298,938
| +17% | +$9.44M | 0.03% | 1029 |
|
|
2018
Q4 | $52.8M | Buy |
1,781,682
+276,546
| +18% | +$8.5M | 0.02% | 1184 |
|
|
2018
Q3 | $45.8M | Buy |
1,505,136
+133,632
| +10% | +$4.31M | 0.02% | 1556 |
|
|
2018
Q2 | $44M | Buy |
1,371,504
+144,888
| +12% | +$4.85M | 0.02% | 1555 |
|
|
2018
Q1 | $42.5M | Buy |
1,226,616
+23,274
| +2% | +$946K | 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% | -$665K | 0.02% | 1220 |
|
|
2017
Q2 | $55.1M | Buy |
1,229,780
+11,550
| +0.9% | +$494K | 0.03% | 1124 |
|
|
2017
Q1 | $51.3M | Buy |
1,218,230
+7,809
| +0.6% | +$324K | 0.02% | 1152 |
|
|
2016
Q4 | $47.9M | Buy |
1,210,421
+4,464
| +0.4% | +$167K | 0.02% | 1174 |
|
|
2016
Q3 | $42.9M | Buy |
1,205,957
+83,456
| +7% | +$2.95M | 0.02% | 1204 |
|
|
2016
Q2 | $37.5M | Buy |
1,122,501
+59,529
| +6% | +$2.16M | 0.02% | 1280 |
|
|
2016
Q1 | $41.5M | Buy |
1,062,972
+28,064
| +3% | +$993K | 0.02% | 1131 |
|
|
2015
Q4 | $38.1M | Buy |
1,034,908
+37,672
| +4% | +$1.47M | 0.02% | 1135 |
|
|
2015
Q3 | $37.2M | Buy |
997,236
+93,334
| +10% | +$4.04M | 0.02% | 1111 |
|
|
2015
Q2 | $44.3M | Buy |
903,902
+170,309
| +23% | +$8.74M | 0.03% | 994 |
|
|
2015
Q1 | $37.6M | Buy |
733,593
+130,693
| +22% | +$6.94M | 0.02% | 1134 |
|
|
2014
Q4 | $33.4M | Buy |
602,900
+81,363
| +16% | +$4.49M | 0.02% | 1175 |
|
|
2014
Q3 | $28.5M | Buy |
521,537
+12,682
| +2% | +$710K | 0.02% | 1216 |
|
|
2014
Q2 | $29.4M | Buy |
508,855
+442
| +0.1% | +$24.2K | 0.02% | 1227 |
|
|
2014
Q1 | $27.5M | Buy |
508,413
+3,770
| +0.7% | +$203K | 0.02% | 1214 |
|
|
2013
Q4 | $29.1M | Buy |
504,643
+1,381
| +0.3% | +$74.4K | 0.02% | 1097 |
|
|
2013
Q3 | $25.4M | Sell |
503,262
-696
| -0.1% | -$33.6K | 0.02% | 1124 |
|
|
2013
Q2 | $22.9M | Buy |
+503,958
| New | +$25.7M | 0.02% | 1124 |
|
Other funds holding BEN
PCOC
ACL
Dimensional Fund Advisors's BEN Position: Q2 2026 in Review
Dimensional Fund Advisors reduced its Franklin Templeton (BEN) stake by 5.9% in Q2 2026, selling an estimated $19M and leaving 10,224,825 shares worth $340M. The position accounts for 0.06% of the portfolio, ranked #332.
Dimensional Fund Advisors first reported a position in BEN in Q2 2013 and has held it in 52 quarters since. 664 funds tracked by Wall St. Rank hold BEN as of Q2 2026.
- Dimensional Fund Advisors held 10,224,825 shares of Franklin Templeton worth $340M as of Q2 2026.
- Dimensional Fund Advisors sold 635,500 Franklin Templeton shares in Q2 2026, an estimated $19M.
- Franklin Templeton made up 0.06% of Dimensional Fund Advisors's portfolio in Q2 2026, its #332 holding.
- Dimensional Fund Advisors first reported a position in Franklin Templeton in Q2 2013 and has held it in 52 quarters since.
- 664 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.
Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.