Dimensional Fund Advisors
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Dimensional Fund Advisors’s Morgan Stanley MS Stock Holding History

Dimensional Fund Advisors’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.19B Buy
7,235,756
+65,739
+0.9% +$11.4M 0.25% 47
2025
Q4 		$1.27B Sell
7,170,017
-986,600
-12% -$165M 0.27% 40
2025
Q3 		$1.3B Buy
8,156,617
+132,784
+2% +$19.6M 0.28% 38
2025
Q2 		$1.13B Sell
8,023,833
-13,508
-0.2% -$1.66M 0.26% 40
2025
Q1 		$938M Buy
8,037,341
+52,938
+0.7% +$6.82M 0.23% 54
2024
Q4 		$1B Sell
7,984,403
-117,662
-1% -$14.5M 0.24% 46
2024
Q3 		$845M Sell
8,102,065
-732,307
-8% -$73.7M 0.2% 57
2024
Q2 		$859M Buy
8,834,372
+242,896
+3% +$23.1M 0.22% 48
2024
Q1 		$809M Sell
8,591,476
-92,212
-1% -$8.12M 0.22% 52
2023
Q4 		$810M Sell
8,683,688
-508,544
-6% -$40.7M 0.24% 45
2023
Q3 		$751M Sell
9,192,232
-560,887
-6% -$48.7M 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% +$27.1M 0.29% 39
2022
Q4 		$821K Buy
9,656,692
+111,008
+1% +$9.46M 0.24% 46
2022
Q3 		$754M Sell
9,545,684
-547,601
-5% -$46.2M 0.29% 43
2022
Q2 		$768M Sell
10,093,285
-68,032
-0.7% -$5.57M 0.28% 45
2022
Q1 		$888M Sell
10,161,317
-385,213
-4% -$37.2M 0.27% 46
2021
Q4 		$1.04B Sell
10,546,530
-959,143
-8% -$95.5M 0.31% 32
2021
Q3 		$1.12B Sell
11,505,673
-92,970
-0.8% -$9.21M 0.36% 25
2021
Q2 		$1.06B Sell
11,598,643
-833,788
-7% -$71.5M 0.34% 27
2021
Q1 		$966M Buy
12,432,431
+465,330
+4% +$35.7M 0.32% 29
2020
Q4 		$820M Buy
11,967,101
+2,098,498
+21% +$120M 0.3% 34
2020
Q3 		$477M Sell
9,868,603
-403,604
-4% -$20.3M 0.2% 64
2020
Q2 		$496M Sell
10,272,207
-69,528
-0.7% -$2.92M 0.22% 56
2020
Q1 		$352M Sell
10,341,735
-540,228
-5% -$25.4M 0.18% 67
2019
Q4 		$556M Sell
10,881,963
-81,130
-0.7% -$3.84M 0.2% 53
2019
Q3 		$468M Sell
10,963,093
-85,630
-0.8% -$3.66M 0.18% 63
2019
Q2 		$484M Sell
11,048,723
-710,190
-6% -$31.7M 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% +$6.73M 0.21% 54
2018
Q3 		$542M Sell
11,632,472
-121,781
-1% -$5.95M 0.21% 51
2018
Q2 		$557M Buy
11,754,253
+213,537
+2% +$11.2M 0.22% 44
2018
Q1 		$623M Buy
11,540,716
+110,602
+1% +$6.12M 0.26% 33
2017
Q4 		$600M Sell
11,430,114
-386,654
-3% -$19.6M 0.25% 38
2017
Q3 		$569M Buy
11,816,768
+1,828,697
+18% +$84.8M 0.25% 37
2017
Q2 		$445M Buy
9,988,071
+310,430
+3% +$13.4M 0.21% 49
2017
Q1 		$415M Buy
9,677,641
+395,010
+4% +$17.5M 0.2% 52
2016
Q4 		$392M Buy
9,282,631
+974,920
+12% +$36.9M 0.2% 53
2016
Q3 		$266M Buy
8,307,711
+105,515
+1% +$3.15M 0.14% 89
2016
Q2 		$213M Sell
8,202,196
-129,352
-2% -$3.38M 0.12% 123
2016
Q1 		$208M Sell
8,331,548
-336,369
-4% -$8.58M 0.12% 118
2015
Q4 		$276M Sell
8,667,917
-184,324
-2% -$6.12M 0.17% 81
2015
Q3 		$279M Buy
8,852,241
+16,663
+0.2% +$607K 0.18% 67
2015
Q2 		$343M Sell
8,835,578
-248,687
-3% -$9.46M 0.21% 49
2015
Q1 		$324M Sell
9,084,265
-670,370
-7% -$24.1M 0.2% 54
2014
Q4 		$379M Sell
9,754,635
-306,757
-3% -$10.9M 0.25% 38
2014
Q3 		$348M Sell
10,061,392
-1,105,347
-10% -$36.8M 0.25% 41
2014
Q2 		$361M Sell
11,166,739
-1,873,835
-14% -$57.8M 0.25% 40
2014
Q1 		$406M Sell
13,040,574
-710,782
-5% -$22M 0.3% 35
2013
Q4 		$431M Buy
13,751,356
+1,227,823
+10% +$36.5M 0.34% 27
2013
Q3 		$337M Buy
12,523,533
+473,477
+4% +$12.7M 0.29% 30
2013
Q2 		$294M Buy
+12,050,056
New +$286M 0.28% 36

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Dimensional Fund Advisors's MS Position: Q1 2026 in Review

Dimensional Fund Advisors increased its Morgan Stanley (MS) stake by 0.92% in Q1 2026, buying an estimated $11.4M and bringing the position to 7,235,756 shares worth $1.19B. The position accounts for 0.25% of the portfolio, ranked #47.

Dimensional Fund Advisors first reported a position in MS in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.3B in Q3 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Dimensional Fund Advisors held 7,235,756 shares of Morgan Stanley worth $1.19B as of Q1 2026.
  • Dimensional Fund Advisors bought 65,739 Morgan Stanley shares in Q1 2026, an estimated $11.4M.
  • Morgan Stanley made up 0.25% of Dimensional Fund Advisors's portfolio in Q1 2026, its #47 holding.
  • Dimensional Fund Advisors first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
  • Dimensional Fund Advisors's Morgan Stanley position peaked at $1.3B in Q3 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.