Dimensional Fund Advisors’s Morgan Stanley MS Stock Holding History

Dimensional Fund Advisors’s Portfolio MS Stock Details MS Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.13B	Sell	8,023,833 -13,508	-0.2%	-$1.9M	0.26%	40
2025 Q1	$938M	Buy	8,037,341 +52,938	+0.7%	+$6.18M	0.23%	54
2024 Q4	$1B	Sell	7,984,403 -117,662	-1%	-$14.8M	0.24%	46
2024 Q3	$845M	Sell	8,102,065 -732,307	-8%	-$76.3M	0.2%	57
2024 Q2	$859M	Buy	8,834,372 +242,896	+3%	+$23.6M	0.22%	48
2024 Q1	$809M	Sell	8,591,476 -92,212	-1%	-$8.68M	0.22%	52
2023 Q4	$810M	Sell	8,683,688 -508,544	-6%	-$47.4M	0.24%	45
2023 Q3	$751M	Sell	9,192,232 -560,887	-6%	-$45.8M	0.25%	45
2023 Q2	$833M	Sell	9,753,119 -194,357	-2%	-$16.6M	0.27%	41
2023 Q1	$873M	Buy	9,947,476 +290,784	+3%	+$25.5M	0.29%	39
2022 Q4	$821K	Buy	9,656,692 +111,008	+1%	+$9.44K	0.24%	46
2022 Q3	$754M	Sell	9,545,684 -547,601	-5%	-$43.3M	0.29%	43
2022 Q2	$768M	Sell	10,093,285 -68,032	-0.7%	-$5.17M	0.28%	45
2022 Q1	$888M	Sell	10,161,317 -385,213	-4%	-$33.7M	0.27%	46
2021 Q4	$1.04B	Sell	10,546,530 -959,143	-8%	-$94.2M	0.31%	32
2021 Q3	$1.12B	Sell	11,505,673 -92,970	-0.8%	-$9.05M	0.36%	25
2021 Q2	$1.06B	Sell	11,598,643 -833,788	-7%	-$76.4M	0.34%	27
2021 Q1	$966M	Buy	12,432,431 +465,330	+4%	+$36.1M	0.32%	29
2020 Q4	$820M	Buy	11,967,101 +2,098,498	+21%	+$144M	0.3%	34
2020 Q3	$477M	Sell	9,868,603 -403,604	-4%	-$19.5M	0.2%	64
2020 Q2	$496M	Sell	10,272,207 -69,528	-0.7%	-$3.36M	0.22%	56
2020 Q1	$352M	Sell	10,341,735 -540,228	-5%	-$18.4M	0.18%	67
2019 Q4	$556M	Sell	10,881,963 -81,130	-0.7%	-$4.15M	0.2%	53
2019 Q3	$468M	Sell	10,963,093 -85,630	-0.8%	-$3.65M	0.18%	63
2019 Q2	$484M	Sell	11,048,723 -710,190	-6%	-$31.1M	0.19%	60
2019 Q1	$496M	Sell	11,758,913 -27,724	-0.2%	-$1.17M	0.2%	58
2018 Q4	$467M	Buy	11,786,637 +154,165	+1%	+$6.11M	0.21%	54
2018 Q3	$542M	Sell	11,632,472 -121,781	-1%	-$5.67M	0.21%	51
2018 Q2	$557M	Buy	11,754,253 +213,537	+2%	+$10.1M	0.22%	44
2018 Q1	$623M	Buy	11,540,716 +110,602	+1%	+$5.97M	0.26%	33
2017 Q4	$600M	Sell	11,430,114 -386,654	-3%	-$20.3M	0.25%	38
2017 Q3	$569M	Buy	11,816,768 +1,828,697	+18%	+$88.1M	0.25%	37
2017 Q2	$445M	Buy	9,988,071 +310,430	+3%	+$13.8M	0.21%	49
2017 Q1	$415M	Buy	9,677,641 +395,010	+4%	+$16.9M	0.2%	52
2016 Q4	$392M	Buy	9,282,631 +974,920	+12%	+$41.2M	0.2%	53
2016 Q3	$266M	Buy	8,307,711 +105,515	+1%	+$3.38M	0.14%	89
2016 Q2	$213M	Sell	8,202,196 -129,352	-2%	-$3.36M	0.12%	123
2016 Q1	$208M	Sell	8,331,548 -336,369	-4%	-$8.41M	0.12%	118
2015 Q4	$276M	Sell	8,667,917 -184,324	-2%	-$5.86M	0.17%	81
2015 Q3	$279M	Buy	8,852,241 +16,663	+0.2%	+$525K	0.18%	67
2015 Q2	$343M	Sell	8,835,578 -248,687	-3%	-$9.65M	0.21%	49
2015 Q1	$324M	Sell	9,084,265 -670,370	-7%	-$23.9M	0.2%	54
2014 Q4	$379M	Sell	9,754,635 -306,757	-3%	-$11.9M	0.25%	38
2014 Q3	$348M	Sell	10,061,392 -1,105,347	-10%	-$38.2M	0.25%	41
2014 Q2	$361M	Sell	11,166,739 -1,873,835	-14%	-$60.6M	0.25%	40
2014 Q1	$406M	Sell	13,040,574 -710,782	-5%	-$22.2M	0.3%	35
2013 Q4	$431M	Buy	13,751,356 +1,227,823	+10%	+$38.5M	0.34%	27
2013 Q3	$337M	Buy	12,523,533 +473,477	+4%	+$12.8M	0.29%	30
2013 Q2	$294M	Buy	+12,050,056	New	+$294M	0.28%	36