Morton Capital Management Llc/Ca Dimensional ETF Tr Dimensional Transaction History

Morton Capital Management Llc/Ca

$421 Billion
Q2 2024

A detailed history of Morton Capital Management Llc/Ca transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Morton Capital Management Llc/Ca holds 9,914 shares of DFAR stock, worth $252,311. This represents 0.05% of its overall portfolio holdings.

Number of Shares

9,914

Previous 11,588 14.45%

Holding current value

$252,311

Previous $259 Million 15.48%

% of portfolio

0.05%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 12, 2024	SELL	$20.41 - $22.23 $34,166 - $37,213	-1,674 Reduced 14.45%	9,914 $219 Million
Q1 2024 Apr 12, 2024	SELL	$21.28 - $22.96 $128,807 - $138,976	-6,053 Reduced 34.31%	11,588 $259 Million
Q4 2023 Jan 18, 2024	SELL	$18.45 - $23.08 $11,365 - $14,217	-616 Reduced 3.37%	17,641 $401 Million
Q3 2023 Dec 05, 2023	SELL	$19.26 - $22.35 $10,381 - $12,046	-539 Reduced 2.87%	18,257 $356 Million
Q2 2023 Dec 05, 2023	SELL	$20.22 - $21.63 $48,588 - $51,976	-2,403 Reduced 11.34%	18,796 $404 Million
Q1 2023 Dec 05, 2023	BUY	$19.83 - $23.92 $7,614 - $9,185	384 Added 1.84%	21,199 $456 Million
Q4 2022 Dec 05, 2023	BUY	$19.45 - $22.52 $9,763 - $11,305	502 Added 2.47%	20,815 $440 Million
Q3 2022 Dec 05, 2023	BUY	$20.34 - $25.89 $413,166 - $525,903	20,313 New	20,313 $418 Million

Others Institutions Holding DFAR

# of Institutions

200

Shares Held

34.4M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

More about DFAR

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Morton Capital Management Llc/Ca Dimensional ETF Tr Dimensional Transaction History