Morton Capital Management Llc/Ca Dimensional ETF Tr U S Core Eq Transaction History
Morton Capital Management Llc/Ca
- $508 Billion
- Q3 2024
A detailed history of Morton Capital Management Llc/Ca transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Morton Capital Management Llc/Ca holds 1,191,678 shares of DFAC stock, worth $43 Million. This represents 8.04% of its overall portfolio holdings.
Number of Shares
1,191,678
Previous 1,138,774
4.65%
Holding current value
$43 Million
Previous $36.7 Billion
11.3%
% of portfolio
8.04%
Previous 8.72%
Shares
12 transactions
Others Institutions Holding DFAC
# of Institutions
919Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.04 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.81 Billion3.76% of portfolio
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Forum Financial Management, LP Lombard, IL37.6MShares$1.36 Billion24.59% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.35 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC17.7MShares$640 Million0.28% of portfolio