Morton Capital Management Llc/Ca DIMENSIONAL ETF TRUST Transaction History

Morton Capital Management Llc/Ca

  • $531 Billion
  • Q4 2024
Number of Shares
57,186
Previous 51,964 10.05%
Holding current value
$3.67 Billion
Previous $3.29 Billion 11.47%
% of portfolio
0.69%
Previous 0.65%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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