Dimensional Fund Advisors LP Morgan Stanley Transaction History

Dimensional Fund Advisors LP

$418 Billion
Q2 2025

A detailed history of Dimensional Fund Advisors LP transactions in Morgan Stanley stock. As of the latest transaction made, Dimensional Fund Advisors LP holds 8,023,833 shares of MS stock, worth $1.22 Billion. This represents 0.27% of its overall portfolio holdings.

Number of Shares

8,023,833

Previous 8,037,341 0.17%

Holding current value

$1.22 Billion

Previous $938 Million 20.53%

% of portfolio

0.27%

Previous 0.24%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	SELL	$99.83 - $140.86 $1.35 Million - $1.9 Million	-13,508 Reduced 0.17%	8,023,833 $1.13 Billion
Q1 2025 May 13, 2025	BUY	$111.68 - $141.08 $5.91 Million - $7.47 Million	52,938 Added 0.66%	8,037,341 $938 Million
Q4 2024 Feb 13, 2025	SELL	$104.42 - $134.99 $12.3 Million - $15.9 Million	-117,662 Reduced 1.45%	7,984,403 $1 Billion
Q3 2024 Nov 07, 2024	SELL	$92.07 - $106.96 $67.4 Million - $78.3 Million	-732,307 Reduced 8.29%	8,102,065 $845 Million
Q2 2024 Aug 09, 2024	BUY	$86.19 - $101.53 $20.9 Million - $24.7 Million	242,896 Added 2.83%	8,834,372 $859 Million
Q1 2024 May 10, 2024	SELL	$83.9 - $94.16 $7.74 Million - $8.68 Million	-92,212 Reduced 1.06%	8,591,476 $809 Million
Q4 2023 Feb 07, 2024	SELL	$70.4 - $93.66 $35.8 Million - $47.6 Million	-508,544 Reduced 5.53%	8,683,688 $810 Million
Q3 2023 Nov 09, 2023	SELL	$81.65 - $94.67 $45.8 Million - $53.1 Million	-560,887 Reduced 5.75%	9,192,232 $751 Million
Q2 2023 Aug 09, 2023	SELL	$81.22 - $91.12 $15.8 Million - $17.7 Million	-194,357 Reduced 1.95%	9,753,119 $833 Million
Q1 2023 May 12, 2023	BUY	$83.95 - $100.83 $24.4 Million - $29.3 Million	290,784 Added 3.01%	9,947,476 $873 Million
Q4 2022 Feb 09, 2023	BUY	$75.3 - $93.04 $8.36 Million - $10.3 Million	111,008 Added 1.16%	9,656,692 $821 Million
Q3 2022 Nov 10, 2022	SELL	$21.84 - $90.15 $12 Million - $49.4 Million	-547,601 Reduced 5.43%	9,545,684 $754 Million
Q2 2022 Aug 12, 2022	SELL	$72.9 - $90.61 $4.96 Million - $6.16 Million	-68,032 Reduced 0.67%	10,093,285 $768 Million
Q1 2022 May 13, 2022	SELL	$83.31 - $108.73 $32.1 Million - $41.9 Million	-385,213 Reduced 3.65%	10,161,317 $888 Million
Q4 2021 Feb 09, 2022	SELL	$94.82 - $104.66 $90.9 Million - $100 Million	-959,143 Reduced 8.34%	10,546,530 $1.04 Billion
Q3 2021 Nov 12, 2021	SELL	$87.64 - $105.45 $8.15 Million - $9.8 Million	-92,970 Reduced 0.8%	11,505,673 $1.12 Billion
Q2 2021 Aug 12, 2021	SELL	$77.29 - $93.96 $64.4 Million - $78.3 Million	-833,788 Reduced 6.71%	11,598,643 $1.06 Billion
Q1 2021 May 14, 2021	BUY	$67.05 - $84.34 $31.2 Million - $39.2 Million	465,330 Added 3.89%	12,432,431 $966 Million
Q4 2020 Feb 25, 2021	BUY	$47.26 - $68.53 $566 Million - $820 Million	11,967,101 New	11,967,101 $820 Million

Others Institutions Holding MS

# of Institutions

2,546

Shares Held

1.34B

Call Options Held

19.2M

Put Options Held

24M

View Full List

About MORGAN STANLEY

Ticker MS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,694,000,000
Market Cap $257B
Description
Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Europe, the Middle East, Africa, and Asia. It operates through Institutional Securities, Wealth Management, and Investment Management segments. The Institutional Secu...

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Dimensional Fund Advisors LP Morgan Stanley Transaction History