Dimensional Fund Advisors’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $87.5M | Buy |
517,769
+45,798
| +10% | +$8.51M | 0.02% | 1149 |
|
|
2025
Q4 | $103M | Buy |
471,971
+51,844
| +12% | +$11.2M | 0.02% | 1056 |
|
|
2025
Q3 | $97.5M | Buy |
420,127
+88,496
| +27% | +$23.6M | 0.02% | 1083 |
|
|
2025
Q2 | $104M | Buy |
331,631
+14,504
| +5% | +$4.29M | 0.02% | 971 |
|
|
2025
Q1 | $95.1M | Buy |
317,127
+12,113
| +4% | +$3.81M | 0.02% | 1016 |
|
|
2024
Q4 | $103M | Buy |
305,014
+13,155
| +5% | +$4.49M | 0.02% | 999 |
|
|
2024
Q3 | $93.1M | Buy |
291,859
+19,784
| +7% | +$6.15M | 0.02% | 1084 |
|
|
2024
Q2 | $80.5M | Buy |
272,075
+4,722
| +2% | +$1.4M | 0.02% | 1129 |
|
|
2024
Q1 | $82.4M | Sell |
267,353
-28,662
| -10% | -$8.26M | 0.02% | 1102 |
|
|
2023
Q4 | $84.7M | Buy |
296,015
+163
| +0.1% | +$42.5K | 0.02% | 1038 |
|
|
2023
Q3 | $69.3M | Buy |
295,852
+1,121
| +0.4% | +$253K | 0.02% | 1099 |
|
|
2023
Q2 | $57.8M | Sell |
294,731
-2,471
| -0.8% | -$489K | 0.02% | 1248 |
|
|
2023
Q1 | $60.3M | Sell |
297,202
-4,792
| -2% | -$1.05M | 0.02% | 1186 |
|
|
2022
Q4 | $65.4K | Sell |
301,994
-3,894
| -1% | -$888K | 0.02% | 1087 |
|
|
2022
Q3 | $64.9M | Buy |
305,888
+122
| +0% | +$29K | 0.02% | 1012 |
|
|
2022
Q2 | $73.9M | Sell |
305,766
-9,599
| -3% | -$2.42M | 0.03% | 959 |
|
|
2022
Q1 | $86.2M | Buy |
315,365
+1,623
| +0.5% | +$459K | 0.03% | 954 |
|
|
2021
Q4 | $107M | Sell |
313,742
-1,256
| -0.4% | -$389K | 0.03% | 826 |
|
|
2021
Q3 | $81.6M | Buy |
314,998
+1,257
| +0.4% | +$330K | 0.03% | 999 |
|
|
2021
Q2 | $80.7M | Sell |
313,741
-2,169
| -0.7% | -$526K | 0.03% | 1034 |
|
|
2021
Q1 | $71.1M | Buy |
315,910
+2,766
| +0.9% | +$648K | 0.02% | 1127 |
|
|
2020
Q4 | $72.5M | Sell |
313,144
-1,603
| -0.5% | -$318K | 0.03% | 1050 |
|
|
2020
Q3 | $50.5M | Buy |
314,747
+1,020
| +0.3% | +$161K | 0.02% | 1192 |
|
|
2020
Q2 | $44.2M | Sell |
313,727
-1,177
| -0.4% | -$166K | 0.02% | 1298 |
|
|
2020
Q1 | $36.6M | Buy |
314,904
+2,649
| +0.8% | +$384K | 0.02% | 1306 |
|
|
2019
Q4 | $47.2M | Sell |
312,255
-3,899
| -1% | -$599K | 0.02% | 1497 |
|
|
2019
Q3 | $46.2M | Buy |
316,154
+561
| +0.2% | +$86.4K | 0.02% | 1459 |
|
|
2019
Q2 | $45.6M | Sell |
315,593
-22,616
| -7% | -$3.12M | 0.02% | 1516 |
|
|
2019
Q1 | $42.6M | Sell |
338,209
-48,430
| -13% | -$5.82M | 0.02% | 1560 |
|
|
2018
Q4 | $42.5M | Sell |
386,639
-8,994
| -2% | -$1.05M | 0.02% | 1429 |
|
|
2018
Q3 | $49.8M | Buy |
395,633
+3,353
| +0.9% | +$452K | 0.02% | 1467 |
|
|
2018
Q2 | $50.3M | Sell |
392,280
-2,378
| -0.6% | -$272K | 0.02% | 1414 |
|
|
2018
Q1 | $37.7M | Buy |
394,658
+23,656
| +6% | +$2.27M | 0.02% | 1633 |
|
|
2017
Q4 | $36M | Buy |
371,002
+18,867
| +5% | +$1.7M | 0.01% | 1667 |
|
|
2017
Q3 | $29.9M | Buy |
352,135
+36,914
| +12% | +$3.01M | 0.01% | 1792 |
|
|
2017
Q2 | $24.7M | Buy |
315,221
+50,747
| +19% | +$3.83M | 0.01% | 1897 |
|
|
2017
Q1 | $20.8M | Buy |
264,474
+11,299
| +4% | +$879K | 0.01% | 1967 |
|
|
2016
Q4 | $18.6M | Sell |
253,175
-4,237
| -2% | -$311K | 0.01% | 2025 |
|
|
2016
Q3 | $20.4M | Buy |
257,412
+6,044
| +2% | +$497K | 0.01% | 1896 |
|
|
2016
Q2 | $20.6M | Sell |
251,368
-2,519
| -1% | -$211K | 0.01% | 1824 |
|
|
2016
Q1 | $22.4M | Buy |
253,887
+15,589
| +7% | +$1.24M | 0.01% | 1725 |
|
|
2015
Q4 | $19.2M | Buy |
238,298
+35,404
| +17% | +$2.87M | 0.01% | 1821 |
|
|
2015
Q3 | $16.3M | Buy |
202,894
+25,369
| +14% | +$2.07M | 0.01% | 1917 |
|
|
2015
Q2 | $14.1M | Buy |
177,525
+14,945
| +9% | +$1.14M | 0.01% | 2083 |
|
|
2015
Q1 | $12.2M | Buy |
162,580
+13,817
| +9% | +$980K | 0.01% | 2137 |
|
|
2014
Q4 | $9.63M | Buy |
148,763
+53,944
| +57% | +$3.57M | 0.01% | 2267 |
|
|
2014
Q3 | $6.44M | Buy |
94,819
+4,084
| +5% | +$280K | ﹤0.01% | 2428 |
|
|
2014
Q2 | $6.51M | Sell |
90,735
-817
| -0.9% | -$59.7K | ﹤0.01% | 2456 |
|
|
2014
Q1 | $7.23M | Buy |
91,552
+911
| +1% | +$72.6K | 0.01% | 2382 |
|
|
2013
Q4 | $7.08M | Buy |
90,641
+4,601
| +5% | +$366K | 0.01% | 2392 |
|
|
2013
Q3 | $6.82M | Buy |
86,040
+2,047
| +2% | +$158K | 0.01% | 2382 |
|
|
2013
Q2 | $6.51M | Buy |
+83,993
| New | +$5.82M | 0.01% | 2321 |
|
Other funds holding MORN
VPM
VCM
