Morling Financial Advisors, LLC Dimensional ETF Tr Transaction History

Morling Financial Advisors, LLC

$272 Million
Q1 2025

A detailed history of Morling Financial Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 726,123 shares of DFAE stock, worth $19.9 Million. This represents 6.9% of its overall portfolio holdings.

Number of Shares

726,123

Previous 669,853 8.4%

Holding current value

$19.9 Million

Previous $17 Million 10.67%

% of portfolio

6.9%

Previous 6.29%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$24.64 - $26.86 $1.39 Million - $1.51 Million	56,270 Added 8.4%	726,123 $18.8 Million
Q4 2024 Feb 07, 2025	BUY	$25.36 - $28.15 $1.31 Million - $1.46 Million	51,806 Added 8.38%	669,853 $17 Million
Q3 2024 Oct 18, 2024	BUY	$24.46 - $27.82 $1.88 Million - $2.14 Million	77,052 Added 14.24%	618,047 $16.9 Million
Q2 2024 Aug 07, 2024	BUY	$24.03 - $26.3 $779,004 - $852,593	32,418 Added 6.37%	540,995 $14 Million
Q1 2024 May 13, 2024	BUY	$22.74 - $24.88 $2 Million - $2.19 Million	88,139 Added 20.96%	508,577 $12.6 Million
Q4 2023 Feb 02, 2024	BUY	$21.63 - $24.11 $1.68 Million - $1.87 Million	77,677 Added 22.66%	420,438 $10.1 Million
Q3 2023 Nov 08, 2023	BUY	$22.43 - $24.83 $1.03 Million - $1.14 Million	46,023 Added 15.51%	342,761 $7.74 Million
Q2 2023 Jul 28, 2023	BUY	$22.38 - $24.3 $1.2 Million - $1.31 Million	53,783 Added 22.14%	296,738 $6.96 Million
Q1 2023 May 02, 2023	BUY	$21.78 - $24.36 $1.4 Million - $1.57 Million	64,506 Added 36.15%	242,955 $5.59 Million
Q4 2022 Feb 03, 2023	BUY	$19.67 - $22.73 $1.48 Million - $1.71 Million	75,237 Added 72.9%	178,449 $3.92 Million
Q3 2022 Nov 01, 2022	BUY	$20.09 - $23.68 $1.05 Million - $1.24 Million	52,204 Added 102.34%	103,212 $2.07 Million
Q2 2022 Aug 01, 2022	BUY	$22.9 - $27.06 $1.17 Million - $1.38 Million	51,008 New	51,008 $1.18 Million

Others Institutions Holding DFAE

# of Institutions

564

Shares Held

162M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

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Morling Financial Advisors, LLC Dimensional ETF Tr Transaction History