Morton Capital Management Llc/Ca Dimensional ETF Tr U S Core Eq Transaction History

Morton Capital Management Llc/Ca

  • $370 Billion
  • Q1 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 1,062,802 shares of DFAC stock, worth $34.5 Million. This represents 9.17% of its overall portfolio holdings.

Number of Shares
1,062,802
Previous 996,702 6.63%
Holding current value
$34.5 Million
Previous $29.1 Billion 16.55%
% of portfolio
9.17%
Previous 8.65%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 12, 2024
BUY
$28.62 - $31.95 $1.89 Million - $2.11 Million
66,100 Added 6.63%
1,062,802 $34 Billion
Q4 2023

Jan 18, 2024
BUY
$24.91 - $29.38 $2.17 Million - $2.56 Million
87,141 Added 9.58%
996,702 $29.1 Billion
Q3 2023

Dec 05, 2023
BUY
$26.05 - $28.22 $3.33 Million - $3.61 Million
127,850 Added 16.36%
909,561 $23.8 Billion
Q2 2023

Dec 05, 2023
BUY
$24.86 - $27.15 $1.04 Million - $1.13 Million
41,640 Added 5.63%
781,711 $21.2 Billion
Q1 2023

Dec 05, 2023
BUY
$24.18 - $26.58 $56,218 - $61,798
2,325 Added 0.32%
740,071 $18.9 Billion
Q4 2022

Dec 05, 2023
BUY
$23.74 - $25.81 $689,694 - $749,832
29,052 Added 4.1%
737,746 $17.9 Billion
Q3 2022

Dec 05, 2023
SELL
$22.74 - $26.54 $45,366 - $52,947
-1,995 Reduced 0.28%
708,694 $15.8 Billion
Q2 2022

Dec 05, 2023
BUY
$22.75 - $27.77 $2.1 Million - $2.56 Million
92,213 Added 14.91%
710,689 $16.6 Billion
Q1 2022

Dec 05, 2023
BUY
$25.76 - $29.21 $341,320 - $387,032
13,250 Added 2.19%
618,476 $17.1 Billion
Q4 2021

Dec 05, 2023
BUY
$26.63 - $29.09 $16.1 Million - $17.6 Million
605,226 New
605,226 $17.5 Billion

Others Institutions Holding DFAC

# of Institutions
841
Shares Held
680M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S CORE EQ

DFAC Quotes by TradingView
  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
Track This Portfolio

Track Morton Capital Management Llc/Ca Portfolio

Follow Morton Capital Management Llc/Ca and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Morton Capital Management Llc/Ca, based on Form 13F filings with the SEC.

News

Stay updated on Morton Capital Management Llc/Ca with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email