Morling Financial Advisors, LLC Dimensional ETF Tr Transaction History

Morling Financial Advisors, LLC

$270 Million
Q4 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 331,751 shares of DFAI stock, worth $10.4 Million. This represents 3.59% of its overall portfolio holdings.

Number of Shares

331,751

Previous 282,597 17.39%

Holding current value

$10.4 Million

Previous $8.98 Million 7.87%

% of portfolio

3.59%

Previous 3.48%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$29.0 - $31.6 $1.43 Million - $1.55 Million	49,154 Added 17.39%	331,751 $9.69 Million
Q3 2024 Oct 18, 2024	BUY	$28.69 - $32.06 $1.17 Million - $1.3 Million	40,686 Added 16.82%	282,597 $8.98 Million
Q2 2024 Aug 07, 2024	BUY	$28.93 - $30.91 $290,312 - $310,181	10,035 Added 4.33%	241,911 $7.18 Million
Q1 2024 May 13, 2024	BUY	$27.74 - $30.27 $1.08 Million - $1.18 Million	38,855 Added 20.13%	231,876 $7.01 Million
Q4 2023 Feb 02, 2024	BUY	$24.88 - $28.69 $819,547 - $945,048	32,940 Added 20.58%	193,021 $5.53 Million
Q3 2023 Nov 08, 2023	BUY	$26.0 - $28.17 $695,734 - $753,801	26,759 Added 20.07%	160,081 $4.18 Million
Q2 2023 Jul 28, 2023	BUY	$26.46 - $28.05 $641,205 - $679,735	24,233 Added 22.21%	133,322 $3.64 Million
Q1 2023 May 02, 2023	BUY	$25.21 - $27.45 $731,846 - $796,873	29,030 Added 36.26%	109,089 $2.94 Million
Q4 2022 Feb 03, 2023	BUY	$21.47 - $25.85 $280,934 - $338,247	13,085 Added 19.54%	80,059 $2 Million
Q3 2022 Nov 01, 2022	BUY	$21.44 - $25.78 $796,731 - $958,010	37,161 Added 124.65%	66,974 $1.45 Million
Q2 2022 Aug 01, 2022	BUY	$23.87 - $28.49 $711,636 - $849,372	29,813 New	29,813 $720,000

Others Institutions Holding DFAI

# of Institutions

608

Shares Held

230M

Call Options Held

3.7K

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Morling Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morling Financial Advisors, LLC with notifications on news.

Account

Morling Financial Advisors, LLC Dimensional ETF Tr Transaction History