Morton Capital Management Llc/Ca Dimensional ETF Tr Transaction History

Morton Capital Management Llc/Ca

  • $531 Billion
  • Q4 2024

A detailed history of Morton Capital Management Llc/Ca transactions in Dimensional ETF Tr stock. As of the latest transaction made, Morton Capital Management Llc/Ca holds 154,597 shares of DFAU stock, worth $6.54 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares
154,597
Previous 163,780 5.61%
Holding current value
$6.54 Million
Previous $6.5 Billion 3.7%
% of portfolio
1.18%
Previous 1.28%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
SELL
$39.27 - $42.38 $360,616 - $389,175
-9,183 Reduced 5.61%
154,597 $6.26 Billion
Q3 2024

Oct 08, 2024
SELL
$35.8 - $39.69 $186,195 - $206,427
-5,201 Reduced 3.08%
163,780 $6.5 Billion
Q2 2024

Jul 12, 2024
SELL
$34.53 - $37.67 $139,639 - $152,337
-4,044 Reduced 2.34%
168,981 $6.34 Billion
Q1 2024

Apr 12, 2024
SELL
$32.59 - $36.54 $170,315 - $190,958
-5,226 Reduced 2.93%
173,025 $6.32 Billion
Q4 2023

Jan 18, 2024
SELL
$28.58 - $33.37 $272,053 - $317,649
-9,519 Reduced 5.07%
178,251 $5.93 Billion
Q3 2023

Dec 05, 2023
BUY
$29.79 - $32.13 $428,588 - $462,254
14,387 Added 8.3%
187,770 $5.62 Billion
Q2 2023

Dec 05, 2023
BUY
$28.25 - $30.99 $318,942 - $349,877
11,290 Added 6.97%
173,383 $5.37 Billion
Q1 2023

Dec 05, 2023
SELL
$26.87 - $29.65 $48,554 - $53,577
-1,807 Reduced 1.1%
162,093 $4.66 Billion
Q4 2022

Dec 05, 2023
BUY
$25.24 - $28.83 $1.32 Million - $1.51 Million
52,284 Added 46.84%
163,900 $4.43 Billion
Q3 2022

Dec 05, 2023
SELL
$25.15 - $30.14 $95,444 - $114,381
-3,795 Reduced 3.29%
111,616 $2.81 Billion
Q2 2022

Dec 05, 2023
BUY
$25.69 - $31.79 $2.96 Million - $3.67 Million
115,411 New
115,411 $3.05 Billion

Others Institutions Holding DFAU

# of Institutions
478
Shares Held
2.18B
Call Options Held
0
Put Options Held
400
View Full List

About DIMENSIONAL ETF TR

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