Morling Financial Advisors, LLC Dimensional ETF Tr Transaction History

Morling Financial Advisors, LLC

  • $258 Million
  • Q3 2024

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 491,773 shares of DFAU stock, worth $19.9 Million. This represents 7.57% of its overall portfolio holdings.

Number of Shares
491,773
Previous 472,930 3.98%
Holding current value
$19.9 Million
Previous $17.7 Million 10.08%
% of portfolio
7.57%
Previous 7.79%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
BUY
$35.8 - $39.69 $674,579 - $747,878
18,843 Added 3.98%
491,773 $19.5 Million
Q2 2024

Aug 07, 2024
BUY
$34.53 - $37.67 $306,108 - $333,944
8,865 Added 1.91%
472,930 $17.7 Million
Q1 2024

May 13, 2024
BUY
$32.59 - $36.54 $13.6 Million - $15.2 Million
417,092 Added 887.94%
464,065 $17 Million
Q4 2023

Feb 02, 2024
BUY
$28.58 - $33.37 $30,694 - $35,839
1,074 Added 2.34%
46,973 $1.56 Million
Q3 2023

Nov 08, 2023
BUY
$29.79 - $32.13 $14,835 - $16,000
498 Added 1.1%
45,899 $1.37 Million
Q2 2023

Jul 28, 2023
BUY
$28.25 - $30.99 $169,245 - $185,661
5,991 Added 15.2%
45,401 $1.41 Million
Q1 2023

May 02, 2023
BUY
$26.87 - $29.65 $128,492 - $141,786
4,782 Added 13.81%
39,410 $1.13 Million
Q4 2022

Feb 03, 2023
SELL
$25.24 - $28.83 $3.32 Million - $3.79 Million
-131,558 Reduced 79.16%
34,628 $935,000
Q3 2022

Nov 01, 2022
SELL
$25.15 - $30.14 $210,631 - $252,422
-8,375 Reduced 4.8%
166,186 $4.18 Million
Q2 2022

Aug 01, 2022
BUY
$25.69 - $31.79 $4.48 Million - $5.55 Million
174,561 New
174,561 $4.61 Million

Others Institutions Holding DFAU

# of Institutions
413
Shares Held
108M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAU Quotes by TradingView
  • Ticker DFAU
  • Sector ETFs
  • Industry ETFs
More about DFAU
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