Dimensional · MS Holdings Trend
Morgan Stanley · SEC 13F
Dimensional Holdings of MS by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 8.6M | $809M | — |
| 2024Q2 | 8.8M | $859M | +6.1% |
| 2024Q3 | 8.1M | $845M | -1.6% |
| 2024Q4 | 8.0M | $1.0B | +18.9% |
| 2025Q1 | 8.0M | $938M | -6.6% |
| 2025Q2 | 8.0M | $1.1B | +20.5% |
| 2025Q3 | 8.2M | $1.3B | +14.7% |
| 2025Q4 | 7.2M | $1.3B | -1.8% |
| 2026Q1 | 7.2M | $1.2B | -6.5% |
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Data source: SEC EDGAR Form 13F