Morton Capital Management Llc/Ca DIMENSIONAL ETF TRUST Transaction History

Morton Capital Management Llc/Ca

  • $518 Billion
  • Q1 2025
Number of Shares
71,312
Previous 57,186 24.7%
Holding current value
$4.37 Billion
Previous $3.67 Billion 19.2%
% of portfolio
0.84%
Previous 0.69%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
BUY
N/A
14,126 Added 24.7%
71,312 $4.37 Billion
Q4 2024

Jan 14, 2025
BUY
N/A
5,222 Added 10.05%
57,186 $3.67 Billion
Q3 2024

Oct 08, 2024
BUY
N/A
24,894 Added 91.96%
51,964 $3.29 Billion
Q2 2024

Jul 12, 2024
BUY
N/A
14,066 Added 108.17%
27,070 $1.61 Billion
Q1 2024

Apr 12, 2024
BUY
N/A
4,573 Added 54.24%
13,004 $763 Million
Q4 2023

Jan 18, 2024
BUY
N/A
8,431 New
8,431 $451 Million
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