Morton Capital Management Llc/Ca Dimensional ETF Tr 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 stock. As of the latest transaction made, Morton Capital Management Llc/Ca holds 2,082,486 shares of DFAX stock, worth $52.5 Million. This represents 11.07% of its overall portfolio holdings.

Number of Shares
2,082,486
Previous 2,127,366 2.11%
Holding current value
$52.5 Million
Previous $54.1 Billion 4.01%
% of portfolio
11.07%
Previous 12.84%

Shares

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

Oct 08, 2024
SELL
$24.29 - $27.25 $1.09 Million - $1.22 Million
-44,880 Reduced 2.11%
2,082,486 $56.2 Billion
Q2 2024

Jul 12, 2024
BUY
$24.57 - $26.36 $1.35 Million - $1.45 Million
54,977 Added 2.65%
2,127,366 $54.1 Billion
Q1 2024

Apr 12, 2024
BUY
$23.42 - $25.45 $2.04 Million - $2.22 Million
87,306 Added 4.4%
2,072,389 $52.7 Billion
Q4 2023

Jan 18, 2024
BUY
$21.44 - $24.42 $1.67 Million - $1.9 Million
77,943 Added 4.09%
1,985,083 $48.5 Billion
Q3 2023

Dec 05, 2023
BUY
$22.41 - $24.35 $1.42 Million - $1.54 Million
63,235 Added 3.43%
1,907,140 $42.9 Billion
Q2 2023

Dec 05, 2023
BUY
$22.56 - $24.03 $893,579 - $951,804
39,609 Added 2.2%
1,843,905 $43 Billion
Q1 2023

Dec 05, 2023
SELL
$21.74 - $23.72 $2.31 Million - $2.52 Million
-106,080 Reduced 5.55%
1,804,296 $41.6 Billion
Q4 2022

Dec 05, 2023
BUY
$18.81 - $22.36 $1.47 Million - $1.75 Million
78,282 Added 4.27%
1,910,376 $41.3 Billion
Q3 2022

Dec 05, 2023
BUY
$18.89 - $22.64 $345,120 - $413,632
18,270 Added 1.01%
1,832,094 $34.6 Billion
Q2 2022

Dec 05, 2023
BUY
$21.22 - $25.37 $2.22 Million - $2.66 Million
104,851 Added 6.14%
1,813,824 $38.9 Billion
Q1 2022

Dec 05, 2023
BUY
$23.26 - $26.72 $1.04 Million - $1.2 Million
44,762 Added 2.69%
1,708,973 $42.6 Billion
Q4 2021

Dec 05, 2023
BUY
$25.17 - $26.82 $41.9 Million - $44.6 Million
1,664,211 New
1,664,211 $43.5 Billion

Others Institutions Holding DFAX

# of Institutions
513
Shares Held
221M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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