Morton Capital Management Llc/Ca Dimensional ETF Tr U S Core Eq Transaction History
Morton Capital Management Llc/Ca
- $370 Billion
- Q1 2024
A detailed history of Morton Capital Management Llc/Ca transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Morton Capital Management Llc/Ca holds 1,062,802 shares of DFAC stock, worth $34.6 Million. This represents 9.17% of its overall portfolio holdings.
Number of Shares
1,062,802
Previous 996,702
6.63%
Holding current value
$34.6 Million
Previous $29.1 Billion
16.55%
% of portfolio
9.17%
Previous 8.65%
Shares
10 transactions
Others Institutions Holding DFAC
# of Institutions
841Shares Held
680MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.69 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.47 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.28 Billion24.38% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.23 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$567 Million0.3% of portfolio