Dimensional Fund Advisors
MC icon

Dimensional Fund Advisors’s Moelis & Co MC Stock Holding History

Dimensional Fund Advisors’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$88M Buy
1,345,514
+67,740
+5% +$4.44M 0.02% 1273
2026
Q1 		$72.8M Buy
1,277,774
+61,130
+5% +$3.97M 0.02% 1284
2025
Q4 		$83.6M Buy
1,216,644
+105,185
+9% +$7.02M 0.02% 1198
2025
Q3 		$79.3M Buy
1,111,459
+70,864
+7% +$5.06M 0.02% 1242
2025
Q2 		$64.9M Buy
1,040,595
+396,015
+61% +$22.2M 0.02% 1344
2025
Q1 		$37.6M Sell
644,580
-62,646
-9% -$4.42M 0.01% 1614
2024
Q4 		$52.3M Sell
707,226
-23,878
-3% -$1.73M 0.01% 1497
2024
Q3 		$50.1M Sell
731,104
-61,566
-8% -$3.97M 0.01% 1514
2024
Q2 		$45.1M Sell
792,670
-223,393
-22% -$12.1M 0.01% 1529
2024
Q1 		$57.7M Sell
1,016,063
-107,858
-10% -$5.89M 0.02% 1365
2023
Q4 		$63.1M Sell
1,123,921
-75,228
-6% -$3.53M 0.02% 1276
2023
Q3 		$54.1M Sell
1,199,149
-30,311
-2% -$1.43M 0.02% 1286
2023
Q2 		$55.7M Buy
1,229,460
+192,570
+19% +$7.68M 0.02% 1269
2023
Q1 		$39.9M Buy
+1,036,890
New +$44.5M 0.01% 1497
2022
Q3 		$34.7M Buy
1,027,206
+18,565
+2% +$777K 0.01% 1490
2022
Q2 		$39.7M Buy
1,008,641
+40,121
+4% +$1.75M 0.01% 1469
2022
Q1 		$45.5M Buy
968,520
+15,006
+2% +$780K 0.01% 1481
2021
Q4 		$59.6M Buy
953,514
+7,794
+0.8% +$522K 0.02% 1291
2021
Q3 		$58.5M Buy
945,720
+25,256
+3% +$1.51M 0.02% 1277
2021
Q2 		$52.4M Sell
920,464
-36,592
-4% -$1.99M 0.02% 1415
2021
Q1 		$52.5M Sell
957,056
-89,340
-9% -$4.79M 0.02% 1410
2020
Q4 		$48.9M Sell
1,046,396
-35,244
-3% -$1.42M 0.02% 1394
2020
Q3 		$38M Buy
1,081,640
+12,476
+1% +$395K 0.02% 1413
2020
Q2 		$33.3M Buy
1,069,164
+16,639
+2% +$522K 0.01% 1544
2020
Q1 		$29.6M Buy
1,052,525
+49,915
+5% +$1.64M 0.02% 1478
2019
Q4 		$32M Buy
1,002,610
+59,853
+6% +$1.96M 0.01% 1776
2019
Q3 		$31M Buy
942,757
+67,304
+8% +$2.28M 0.01% 1765
2019
Q2 		$30.6M Buy
875,453
+27,183
+3% +$983K 0.01% 1804
2019
Q1 		$35.3M Buy
848,270
+129,364
+18% +$5.53M 0.01% 1705
2018
Q4 		$24.7M Buy
718,906
+65,485
+10% +$2.78M 0.01% 1869
2018
Q3 		$35.8M Buy
653,421
+57,865
+10% +$3.39M 0.01% 1756
2018
Q2 		$34.9M Buy
595,556
+42,356
+8% +$2.43M 0.01% 1761
2018
Q1 		$28.1M Buy
553,200
+13,809
+3% +$708K 0.01% 1852
2017
Q4 		$26.2M Buy
539,391
+14,110
+3% +$637K 0.01% 1912
2017
Q3 		$22.6M Buy
525,281
+33,068
+7% +$1.32M 0.01% 1976
2017
Q2 		$19.1M Buy
492,213
+79,405
+19% +$2.96M 0.01% 2053
2017
Q1 		$15.9M Buy
412,808
+112,600
+38% +$4.08M 0.01% 2111
2016
Q4 		$10.2M Buy
300,208
+22,638
+8% +$639K 0.01% 2295
2016
Q3 		$7.46M Sell
277,570
-10,622
-4% -$273K ﹤0.01% 2368
2016
Q2 		$6.48M Buy
288,192
+8,644
+3% +$231K ﹤0.01% 2405
2016
Q1 		$7.89M Buy
279,548
+153,154
+121% +$3.92M ﹤0.01% 2305
2015
Q4 		$3.69M Buy
126,394
+74,860
+145% +$2.14M ﹤0.01% 2628
2015
Q3 		$1.35M Buy
51,534
+42,775
+488% +$1.21M ﹤0.01% 2930
2015
Q2 		$251K Buy
+8,759
New +$256K ﹤0.01% 3228

Other funds holding MC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Dimensional Fund Advisors's MC Position: Q2 2026 in Review

Dimensional Fund Advisors increased its Moelis & Co (MC) stake by 5.3% in Q2 2026, buying an estimated $4.44M and bringing the position to 1,345,514 shares worth $88M. The position accounts for 0.02% of the portfolio, ranked #1273.

Dimensional Fund Advisors first reported a position in MC in Q2 2015 and has held it in 44 quarters since. 395 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Dimensional Fund Advisors held 1,345,514 shares of Moelis & Co worth $88M as of Q2 2026.
  • Dimensional Fund Advisors bought 67,740 Moelis & Co shares in Q2 2026, an estimated $4.44M.
  • Moelis & Co made up 0.02% of Dimensional Fund Advisors's portfolio in Q2 2026, its #1273 holding.
  • Dimensional Fund Advisors first reported a position in Moelis & Co in Q2 2015 and has held it in 44 quarters since.
  • 395 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.