Dimensional Fund Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13B | Sell |
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|
2025
Q1 | $938M | Buy |
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|
2024
Q4 | $1B | Sell |
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|
2024
Q3 | $845M | Sell |
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|
2024
Q2 | $859M | Buy |
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|
2024
Q1 | $809M | Sell |
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|
2023
Q4 | $810M | Sell |
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|
2023
Q3 | $751M | Sell |
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|
2023
Q2 | $833M | Sell |
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|
2023
Q1 | $873M | Buy |
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|
2022
Q4 | $821K | Buy |
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|
2022
Q3 | $754M | Sell |
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|
2022
Q2 | $768M | Sell |
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|
2022
Q1 | $888M | Sell |
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|
2021
Q4 | $1.04B | Sell |
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|
2021
Q3 | $1.12B | Sell |
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|
2021
Q2 | $1.06B | Sell |
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|
2021
Q1 | $966M | Buy |
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|
2020
Q4 | $820M | Buy |
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|
2020
Q3 | $477M | Sell |
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|
2020
Q2 | $496M | Sell |
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|
2020
Q1 | $352M | Sell |
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|
2019
Q4 | $556M | Sell |
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|
2019
Q3 | $468M | Sell |
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|
2019
Q2 | $484M | Sell |
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|
2019
Q1 | $496M | Sell |
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|
2018
Q4 | $467M | Buy |
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|
2018
Q3 | $542M | Sell |
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|
2018
Q2 | $557M | Buy |
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|
2018
Q1 | $623M | Buy |
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|
2017
Q4 | $600M | Sell |
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|
2017
Q3 | $569M | Buy |
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|
2017
Q2 | $445M | Buy |
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|
2017
Q1 | $415M | Buy |
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|
2016
Q4 | $392M | Buy |
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|
2016
Q3 | $266M | Buy |
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|
2016
Q2 | $213M | Sell |
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|
2016
Q1 | $208M | Sell |
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|
2015
Q4 | $276M | Sell |
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|
2015
Q3 | $279M | Buy |
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|
2015
Q2 | $343M | Sell |
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|
2015
Q1 | $324M | Sell |
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|
2014
Q4 | $379M | Sell |
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|
2014
Q3 | $348M | Sell |
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|
2014
Q2 | $361M | Sell |
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|
2014
Q1 | $406M | Sell |
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|
2013
Q4 | $431M | Buy |
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|
2013
Q3 | $337M | Buy |
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|
2013
Q2 | $294M | Buy |
|