Morton Capital Management Llc/Ca DIMENSIONAL ETF TRUST Transaction History

Morton Capital Management Llc/Ca

101,954

Previous 71,312 42.97%

$6.82 Billion

Previous $4.37 Billion 55.84%

1.21%

Previous 0.84%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	N/A	30,642 Added 42.97%	101,954 $6.82 Billion
Q1 2025 Apr 17, 2025	BUY	N/A	14,126 Added 24.7%	71,312 $4.37 Billion
Q4 2024 Jan 14, 2025	BUY	N/A	5,222 Added 10.05%	57,186 $3.67 Billion
Q3 2024 Oct 08, 2024	BUY	N/A	24,894 Added 91.96%	51,964 $3.29 Billion
Q2 2024 Jul 12, 2024	BUY	N/A	14,066 Added 108.17%	27,070 $1.61 Billion
Q1 2024 Apr 12, 2024	BUY	N/A	4,573 Added 54.24%	13,004 $763 Million
Q4 2023 Jan 18, 2024	BUY	N/A	8,431 New	8,431 $451 Million

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