Morling Financial Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History

Morling Financial Advisors, LLC

$272 Million
Q1 2025

A detailed history of Morling Financial Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 14,490 shares of DFAC stock, worth $533,811. This represents 0.18% of its overall portfolio holdings.

Number of Shares

14,490

Previous 14,492 0.01%

Holding current value

$533,811

Previous $501,000 4.59%

% of portfolio

0.18%

Previous 0.19%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$32.42 - $36.13 $64 - $72	-2 Reduced 0.01%	14,490 $478,000
Q3 2023 Nov 08, 2023	SELL	$26.05 - $28.22 $112,119 - $121,458	-4,304 Reduced 22.9%	14,492 $379,000
Q1 2023 May 02, 2023	SELL	$24.18 - $26.58 $45,893 - $50,448	-1,898 Reduced 9.17%	18,796 $478,000
Q4 2022 Feb 03, 2023	SELL	$22.49 - $25.81 $5,937 - $6,813	-264 Reduced 1.26%	20,694 $502,000
Q2 2022 Aug 01, 2022	BUY	$22.75 - $27.77 $476,794 - $582,003	20,958 New	20,958 $488,000
Q1 2022 May 06, 2022	SELL	$25.76 - $29.21 $605,720 - $686,843	-23,514 Closed	0 $0
Q4 2021 Feb 04, 2022	BUY	$26.63 - $29.09 $626,177 - $684,022	23,514 New	23,514 $681,000

Others Institutions Holding DFAC

# of Institutions

1,118

Shares Held

829M

Call Options Held

46.6K

Put Options Held

600

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

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Morling Financial Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History