Back to DIMENSIONAL FUND ADVISORS LP DIMENSIONAL FUND ADVISORS LP

MCMC
28 quarters

Position history for DIMENSIONAL FUND ADVISORS LPDIMENSIONAL FUND ADVISORS LP's holdings in MOELIS & CO

Yes. Dimensional Fund Advisors holds 1,345,514 shares of MC (Moelis), worth $88M, as of its Q2 2026 13F filing. It increased the position by 67,740 shares (+5.3%) from Q1 2026. Dimensional Fund Advisors has held MC in every 13F on record since Q3 2019, 28 quarterly filings.

Current Value

$88M

Current Shares

1.3M

Total Value Change

+$57M

Total Shares Change

+402,757

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.3M
+5.3%
$88M0.0%$64.78
31
2026-Q1
Increased
1.3M
+5.0%
$72.8M0.0%$55.88
31
2025-Q4
Increased
1.2M
+9.5%
$83.6M0.0%$66.73
33
2025-Q3
Increased
1.1M
+6.8%
$79.3M0.0%$68.53
32
2025-Q2
Increased
1M
+61.4%
$64.9M0.0%$59.31
43
2025-Q1
Decreased
644,580
-8.9%
$37.6M0.0%$54.88
0
2024-Q4
Decreased
707,226
-3.3%
$52.3M0.0%$68.88
0
2024-Q3
Decreased
731,104
-7.8%
$50.1M0.0%$63.30
0
2024-Q2
Decreased
792,670
-22.0%
$45.1M0.0%$52.03
0
2024-Q1
Decreased
1M
-9.6%
$57.7M0.0%$51.35
0
2023-Q4
Decreased
1.1M
-6.3%
$63.1M0.0%$50.23
0
2023-Q3
Decreased
1.2M
-2.5%
$54.1M0.0%$39.81
0
2023-Q2
Increased
1.2M
+18.6%
$55.7M0.0%$39.50
35
2023-Q1
Increased
1M
+2.1%
$39.9M0.0%$32.92
30
2022-Q4
Decreased
1M
-1.1%
$39M0.0%$32.43
0
2022-Q3
Increased
1M
+1.8%
$34.7M0.0%$28.14
29
2022-Q2
Increased
1M
+4.1%
$39.7M0.0%$32.32
30
2022-Q1
Increased
968,520
+1.6%
$45.5M0.0%$38.03
30
2021-Q4
Increased
953,514
+0.8%
$59.6M0.0%$50.02
30
2021-Q3
Increased
945,720
+2.7%
$58.5M0.0%$47.50
30
2021-Q2
Decreased
920,464
-3.8%
$52.4M0.0%$43.23
0
2021-Q1
Decreased
957,056
-8.5%
$52.5M0.0%$39.80
0
2020-Q4
Decreased
1M
-3.3%
$48.9M0.0%$33.57
0
2020-Q3
Increased
1.1M
+1.2%
$38M0.0%$23.87
29
2020-Q2
Increased
1.1M
+1.6%
$33.3M0.0%$20.99
29
2020-Q1
Increased
1.1M
+5.0%
$29.6M0.0%$18.77
30
2019-Q4
Increased
1M
+6.3%
$32M0.0%$20.61
31
2019-Q3
First report
942,757
-
$31M0.0%$20.91
0

Other major holders of MC: BlackRock, Inc., VANGUARD GROUP INC

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