Dimensional · BEN Holdings Trend
Franklin Resources · SEC 13F
Dimensional Holdings of BEN by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 3.1M | $88M | — |
| 2024Q2 | 3.2M | $71M | -19.1% |
| 2024Q3 | 5.5M | $112M | +56.9% |
| 2024Q4 | 6.0M | $122M | +9.0% |
| 2025Q1 | 7.2M | $139M | +14.2% |
| 2025Q2 | 9.5M | $227M | +63.2% |
| 2025Q3 | 10.1M | $233M | +2.6% |
| 2025Q4 | 10.9M | $260M | +11.7% |
| 2026Q1 | 10.9M | $256M | -1.3% |
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Data source: SEC EDGAR Form 13F