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 347,068 shares of DFAI stock, worth $12.1 Million. This represents 3.98% of its overall portfolio holdings.

Number of Shares

347,068

Previous 331,751 4.62%

Holding current value

$12.1 Million

Previous $9.69 Million 11.88%

% of portfolio

3.98%

Previous 3.59%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$28.88 - $32.4 $442,354 - $496,270	15,317 Added 4.62%	347,068 $10.8 Million
Q4 2024 Feb 07, 2025	BUY	$29.0 - $31.6 $1.43 Million - $1.55 Million	49,154 Added 17.39%	331,751 $9.69 Million
Q3 2024 Oct 18, 2024	BUY	$28.69 - $32.06 $1.17 Million - $1.3 Million	40,686 Added 16.82%	282,597 $8.98 Million
Q2 2024 Aug 07, 2024	BUY	$28.93 - $30.91 $290,312 - $310,181	10,035 Added 4.33%	241,911 $7.18 Million
Q1 2024 May 13, 2024	BUY	$27.74 - $30.27 $1.08 Million - $1.18 Million	38,855 Added 20.13%	231,876 $7.01 Million
Q4 2023 Feb 02, 2024	BUY	$24.88 - $28.69 $819,547 - $945,048	32,940 Added 20.58%	193,021 $5.53 Million
Q3 2023 Nov 08, 2023	BUY	$26.0 - $28.17 $695,734 - $753,801	26,759 Added 20.07%	160,081 $4.18 Million
Q2 2023 Jul 28, 2023	BUY	$26.46 - $28.05 $641,205 - $679,735	24,233 Added 22.21%	133,322 $3.64 Million
Q1 2023 May 02, 2023	BUY	$25.21 - $27.45 $731,846 - $796,873	29,030 Added 36.26%	109,089 $2.94 Million
Q4 2022 Feb 03, 2023	BUY	$21.47 - $25.85 $280,934 - $338,247	13,085 Added 19.54%	80,059 $2 Million
Q3 2022 Nov 01, 2022	BUY	$21.44 - $25.78 $796,731 - $958,010	37,161 Added 124.65%	66,974 $1.45 Million
Q2 2022 Aug 01, 2022	BUY	$23.87 - $28.49 $711,636 - $849,372	29,813 New	29,813 $720,000

Others Institutions Holding DFAI

# of Institutions

674

Shares Held

245M

Call Options Held

500

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

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Morling Financial Advisors, LLC Dimensional ETF Tr Transaction History