Morton Capital Management Llc/Ca Dimensional ETF Tr Dimensional Transaction History

Morton Capital Management Llc/Ca

$508 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 12, 2024	SELL	$20.41 - $22.23 $34,166 - $37,213	-1,674 Reduced 14.45%	9,914 $219 Million
Q1 2024 Apr 12, 2024	SELL	$21.28 - $22.96 $128,807 - $138,976	-6,053 Reduced 34.31%	11,588 $259 Million
Q4 2023 Jan 18, 2024	SELL	$18.45 - $23.08 $11,365 - $14,217	-616 Reduced 3.37%	17,641 $401 Million
Q3 2023 Dec 05, 2023	SELL	$19.26 - $22.35 $10,381 - $12,046	-539 Reduced 2.87%	18,257 $356 Million
Q2 2023 Dec 05, 2023	SELL	$20.22 - $21.63 $48,588 - $51,976	-2,403 Reduced 11.34%	18,796 $404 Million
Q1 2023 Dec 05, 2023	BUY	$19.83 - $23.92 $7,614 - $9,185	384 Added 1.84%	21,199 $456 Million
Q4 2022 Dec 05, 2023	BUY	$19.45 - $22.52 $9,763 - $11,305	502 Added 2.47%	20,815 $440 Million
Q3 2022 Dec 05, 2023	BUY	$20.34 - $25.89 $413,166 - $525,903	20,313 New	20,313 $418 Million

Others Institutions Holding DFAR

# of Institutions

218

Shares Held

35.4M

Call Options Held

0

Put Options Held

0

Vista Wealth Management Group, LLC

2.95M
Shares

$70.8 Million
5.23% of portfolio
High Tower Advisors, LLC Chicago, IL

2.2M
Shares

$52.7 Million
0.08% of portfolio
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA

1.93M
Shares

$46.2 Million
12.28% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

1.63M
Shares

$39.1 Million
3.86% of portfolio
Bridgeworth, LLC Birmingham, AL

1.33M
Shares

$31.9 Million
2.99% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

More about DFAR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Morton Capital Management Llc/Ca, based on Form 13F filings with the SEC.

News

Stay updated on Morton Capital Management Llc/Ca with notifications on news.