Morling Financial Advisors, LLC Dimensional ETF Tr Transaction History

Morling Financial Advisors, LLC

  • $258 Million
  • Q3 2024

A detailed history of Morling Financial Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 618,047 shares of DFAE stock, worth $16 Million. This represents 6.57% of its overall portfolio holdings.

Number of Shares
618,047
Previous 540,995 14.24%
Holding current value
$16 Million
Previous $14 Million 21.04%
% of portfolio
6.57%
Previous 6.15%

Shares

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

Oct 18, 2024
BUY
$24.46 - $27.82 $1.88 Million - $2.14 Million
77,052 Added 14.24%
618,047 $16.9 Million
Q2 2024

Aug 07, 2024
BUY
$24.03 - $26.3 $779,004 - $852,593
32,418 Added 6.37%
540,995 $14 Million
Q1 2024

May 13, 2024
BUY
$22.74 - $24.88 $2 Million - $2.19 Million
88,139 Added 20.96%
508,577 $12.6 Million
Q4 2023

Feb 02, 2024
BUY
$21.63 - $24.11 $1.68 Million - $1.87 Million
77,677 Added 22.66%
420,438 $10.1 Million
Q3 2023

Nov 08, 2023
BUY
$22.43 - $24.83 $1.03 Million - $1.14 Million
46,023 Added 15.51%
342,761 $7.74 Million
Q2 2023

Jul 28, 2023
BUY
$22.38 - $24.3 $1.2 Million - $1.31 Million
53,783 Added 22.14%
296,738 $6.96 Million
Q1 2023

May 02, 2023
BUY
$21.78 - $24.36 $1.4 Million - $1.57 Million
64,506 Added 36.15%
242,955 $5.59 Million
Q4 2022

Feb 03, 2023
BUY
$19.67 - $22.73 $1.48 Million - $1.71 Million
75,237 Added 72.9%
178,449 $3.92 Million
Q3 2022

Nov 01, 2022
BUY
$20.09 - $23.68 $1.05 Million - $1.24 Million
52,204 Added 102.34%
103,212 $2.07 Million
Q2 2022

Aug 01, 2022
BUY
$22.9 - $27.06 $1.17 Million - $1.38 Million
51,008 New
51,008 $1.18 Million

Others Institutions Holding DFAE

# of Institutions
477
Shares Held
142M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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