MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

DIMENSIONAL FUND ADVISORS LP's Holding History (CIK: 0000354204)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 471,971 Value ($000) $102,566 Avg Close $216.57 Range $202.89 - $233.46

Q3 2025

Shares 420,127 Value ($000) $97,482 Avg Close $266.56 Range $230.09 - $313.40

Q2 2025

Shares 331,631 Value ($000) $104,110 Avg Close $296.03 Range $250.34 - $316.71

Q1 2025

Shares 317,127 Value ($000) $95,085 Avg Close $314.89 Range $278.64 - $338.50

Q4 2024

Shares 305,014 Value ($000) $102,719 Avg Close $341.38 Range $312.59 - $365.00

Q3 2024

Shares 291,859 Value ($000) $93,135 Avg Close $310.75 Range $294.45 - $330.22

Q2 2024

Shares 272,075 Value ($000) $80,492 Avg Close $295.99 Range $281.37 - $316.06

Q1 2024

Shares 267,353 Value ($000) $82,444 Avg Close $288.05 Range $269.51 - $316.05

Q4 2023

Shares 296,015 Value ($000) $84,734 Avg Close $260.56 Range $219.45 - $289.17

Q3 2023

Shares 295,852 Value ($000) $69,302 Avg Close $225.76 Range $188.97 - $257.28

Q2 2023

Shares 294,731 Value ($000) $57,785 Avg Close $198.02 Range $163.28 - $210.95

Q1 2023

Shares 297,202 Value ($000) $60,336 Avg Close $219.87 Range $180.99 - $259.28

Q4 2022

Shares 301,994 Value ($000) $65 Avg Close $227.96 Range $207.11 - $252.04

Q3 2022

Shares 305,888 Value ($000) $64,948 Avg Close $237.81 Range $208.48 - $261.16

Q2 2022

Shares 305,766 Value ($000) $73,939 Avg Close $252.01 Range $218.25 - $293.64

Q1 2022

Shares 315,365 Value ($000) $86,154 Avg Close $282.62 Range $251.56 - $343.54

Q4 2021

Shares 313,742 Value ($000) $107,296 Avg Close $309.54 Range $253.81 - $350.21

Q3 2021

Shares 314,998 Value ($000) $81,600 Avg Close $262.72 Range $242.31 - $288.54

Q2 2021

Shares 313,741 Value ($000) $80,665 Avg Close $242.63 Range $224.56 - $270.08

Q1 2021

Shares 315,910 Value ($000) $71,095 Avg Close $234.34 Range $213.55 - $255.75

Q4 2020

Shares 313,144 Value ($000) $72,511 Avg Close $198.64 Range $159.23 - $232.06

Q3 2020

Shares 314,747 Value ($000) $50,548 Avg Close $157.98 Range $140.37 - $178.57

Q2 2020

Shares 313,727 Value ($000) $44,225 Avg Close $141.17 Range $109.25 - $165.19

Q1 2020

Shares 314,904 Value ($000) $36,608 Avg Close $144.90 Range $102.59 - $166.59

Q4 2019

Shares 312,255 Value ($000) $47,246 Avg Close $153.53 Range $141.94 - $163.94

Q3 2019

Shares 316,154 Value ($000) $46,203 Avg Close $153.95 Range $144.37 - $162.53

Q2 2019

Shares 315,593 Value ($000) $45,646 Avg Close $138.03 Range $126.26 - $149.70

Q1 2019

Shares 338,209 Value ($000) $42,609 Avg Close $120.22 Range $99.67 - $129.99

Q4 2018

Shares 386,639 Value ($000) $42,470 Avg Close $117.21 Range $104.56 - $133.74

Q3 2018

Shares 395,633 Value ($000) $49,810 Avg Close $134.79 Range $125.47 - $144.34

Q2 2018

Shares 392,280 Value ($000) $50,310 Avg Close $114.36 Range $93.30 - $134.95

Q1 2018

Shares 394,658 Value ($000) $37,698 Avg Close $96.16 Range $90.00 - $103.46

Q4 2017

Shares 371,002 Value ($000) $35,977 Avg Close $90.03 Range $82.64 - $99.11

Q3 2017

Shares 352,135 Value ($000) $29,928 Avg Close $81.52 Range $77.46 - $85.58

Q2 2017

Shares 315,221 Value ($000) $24,695 Avg Close $75.47 Range $68.43 - $79.55

Q1 2017

Shares 264,474 Value ($000) $20,787 Avg Close $77.78 Range $72.85 - $81.97

Q4 2016

Shares 253,175 Value ($000) $18,623 Avg Close $73.51 Range $67.74 - $79.30

Q3 2016

Shares 257,412 Value ($000) $20,404 Avg Close $82.20 Range $73.84 - $85.49

Q2 2016

Shares 251,368 Value ($000) $20,555 Avg Close $83.58 Range $76.57 - $89.44

Q1 2016

Shares 253,887 Value ($000) $22,410 Avg Close $79.71 Range $74.78 - $88.66

Q4 2015

Shares 238,298 Value ($000) $19,162 Avg Close $81.02 Range $77.61 - $84.99

Q3 2015

Shares 202,894 Value ($000) $16,284 Avg Close $81.64 Range $76.60 - $86.88

Q2 2015

Shares 177,525 Value ($000) $14,122 Avg Close $76.58 Range $71.89 - $80.93

Q1 2015

Shares 162,580 Value ($000) $12,179 Avg Close $70.94 Range $62.14 - $78.51

Q4 2014

Shares 148,763 Value ($000) $9,628 Avg Close $66.23 Range $61.03 - $71.08

Q3 2014

Shares 94,819 Value ($000) $6,439 Avg Close $68.45 Range $66.30 - $72.76

Q2 2014

Shares 90,735 Value ($000) $6,515 Avg Close $73.12 Range $67.77 - $80.00

Q1 2014

Shares 91,552 Value ($000) $7,233 Avg Close $79.64 Range $73.97 - $84.05

Q4 2013

Shares 90,641 Value ($000) $7,080 Avg Close $79.53 Range $73.40 - $85.97

Q3 2013

Shares 86,040 Value ($000) $6,819 Avg Close $77.30 Range $74.19 - $80.00

Q2 2013

Shares 83,993 Value ($000) $6,513 Avg Close $69.29 Range $63.01 - $77.83

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	471,971	$102,566	$216.57	$202.89 - $233.46
Q3 2025	420,127	$97,482	$266.56	$230.09 - $313.40
Q2 2025	331,631	$104,110	$296.03	$250.34 - $316.71
Q1 2025	317,127	$95,085	$314.89	$278.64 - $338.50
Q4 2024	305,014	$102,719	$341.38	$312.59 - $365.00
Q3 2024	291,859	$93,135	$310.75	$294.45 - $330.22
Q2 2024	272,075	$80,492	$295.99	$281.37 - $316.06
Q1 2024	267,353	$82,444	$288.05	$269.51 - $316.05
Q4 2023	296,015	$84,734	$260.56	$219.45 - $289.17
Q3 2023	295,852	$69,302	$225.76	$188.97 - $257.28
Q2 2023	294,731	$57,785	$198.02	$163.28 - $210.95
Q1 2023	297,202	$60,336	$219.87	$180.99 - $259.28
Q4 2022	301,994	$65	$227.96	$207.11 - $252.04
Q3 2022	305,888	$64,948	$237.81	$208.48 - $261.16
Q2 2022	305,766	$73,939	$252.01	$218.25 - $293.64
Q1 2022	315,365	$86,154	$282.62	$251.56 - $343.54
Q4 2021	313,742	$107,296	$309.54	$253.81 - $350.21
Q3 2021	314,998	$81,600	$262.72	$242.31 - $288.54
Q2 2021	313,741	$80,665	$242.63	$224.56 - $270.08
Q1 2021	315,910	$71,095	$234.34	$213.55 - $255.75
Q4 2020	313,144	$72,511	$198.64	$159.23 - $232.06
Q3 2020	314,747	$50,548	$157.98	$140.37 - $178.57
Q2 2020	313,727	$44,225	$141.17	$109.25 - $165.19
Q1 2020	314,904	$36,608	$144.90	$102.59 - $166.59
Q4 2019	312,255	$47,246	$153.53	$141.94 - $163.94
Q3 2019	316,154	$46,203	$153.95	$144.37 - $162.53
Q2 2019	315,593	$45,646	$138.03	$126.26 - $149.70
Q1 2019	338,209	$42,609	$120.22	$99.67 - $129.99
Q4 2018	386,639	$42,470	$117.21	$104.56 - $133.74
Q3 2018	395,633	$49,810	$134.79	$125.47 - $144.34
Q2 2018	392,280	$50,310	$114.36	$93.30 - $134.95
Q1 2018	394,658	$37,698	$96.16	$90.00 - $103.46
Q4 2017	371,002	$35,977	$90.03	$82.64 - $99.11
Q3 2017	352,135	$29,928	$81.52	$77.46 - $85.58
Q2 2017	315,221	$24,695	$75.47	$68.43 - $79.55
Q1 2017	264,474	$20,787	$77.78	$72.85 - $81.97
Q4 2016	253,175	$18,623	$73.51	$67.74 - $79.30
Q3 2016	257,412	$20,404	$82.20	$73.84 - $85.49
Q2 2016	251,368	$20,555	$83.58	$76.57 - $89.44
Q1 2016	253,887	$22,410	$79.71	$74.78 - $88.66
Q4 2015	238,298	$19,162	$81.02	$77.61 - $84.99
Q3 2015	202,894	$16,284	$81.64	$76.60 - $86.88
Q2 2015	177,525	$14,122	$76.58	$71.89 - $80.93
Q1 2015	162,580	$12,179	$70.94	$62.14 - $78.51
Q4 2014	148,763	$9,628	$66.23	$61.03 - $71.08
Q3 2014	94,819	$6,439	$68.45	$66.30 - $72.76
Q2 2014	90,735	$6,515	$73.12	$67.77 - $80.00
Q1 2014	91,552	$7,233	$79.64	$73.97 - $84.05
Q4 2013	90,641	$7,080	$79.53	$73.40 - $85.97
Q3 2013	86,040	$6,819	$77.30	$74.19 - $80.00
Q2 2013	83,993	$6,513	$69.29	$63.01 - $77.83