Morton Capital Management Llc/Ca Dimensional ETF Tr U S Core Eq Transaction History

Morton Capital Management Llc/Ca

  • $609 Billion
  • Q3 2025

A detailed history of Morton Capital Management Llc/Ca transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Morton Capital Management Llc/Ca holds 1,359,617 shares of DFAC stock, worth $52.5 Million. This represents 8.6% of its overall portfolio holdings.

Number of Shares
1,359,617
Previous 1,352,041 0.56%
Holding current value
$52.5 Million
Previous $48.5 Billion 8.22%
% of portfolio
8.6%
Previous 8.59%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$36.04 - $38.78 $273,039 - $293,797
7,576 Added 0.56%
1,359,617 $52.4 Billion
Q2 2025

Jul 23, 2025
BUY
$29.12 - $35.84 $2.88 Million - $3.54 Million
98,749 Added 7.88%
1,352,041 $48.5 Billion
Q1 2025

Apr 17, 2025
BUY
$32.42 - $36.13 $1.14 Million - $1.27 Million
35,222 Added 2.89%
1,253,292 $41.3 Billion
Q4 2024

Jan 14, 2025
BUY
$33.92 - $36.6 $895,216 - $965,947
26,392 Added 2.21%
1,218,070 $42.1 Billion
Q3 2024

Oct 08, 2024
BUY
$31.05 - $34.29 $1.64 Million - $1.81 Million
52,904 Added 4.65%
1,191,678 $40.9 Billion
Q2 2024

Jul 12, 2024
BUY
$30.09 - $32.37 $2.29 Million - $2.46 Million
75,972 Added 7.15%
1,138,774 $36.7 Billion
Q1 2024

Apr 12, 2024
BUY
$28.62 - $31.95 $1.89 Million - $2.11 Million
66,100 Added 6.63%
1,062,802 $34 Billion
Q4 2023

Jan 18, 2024
BUY
$24.91 - $29.38 $2.17 Million - $2.56 Million
87,141 Added 9.58%
996,702 $29.1 Billion
Q3 2023

Dec 05, 2023
BUY
$26.05 - $28.22 $3.33 Million - $3.61 Million
127,850 Added 16.36%
909,561 $23.8 Billion
Q2 2023

Dec 05, 2023
BUY
$24.86 - $27.15 $1.04 Million - $1.13 Million
41,640 Added 5.63%
781,711 $21.2 Billion
Q1 2023

Dec 05, 2023
BUY
$24.18 - $26.58 $56,218 - $61,798
2,325 Added 0.32%
740,071 $18.9 Billion
Q4 2022

Dec 05, 2023
BUY
$22.49 - $25.81 $653,379 - $749,832
29,052 Added 4.1%
737,746 $17.9 Billion
Q3 2022

Dec 05, 2023
SELL
$22.24 - $26.54 $44,368 - $52,947
-1,995 Reduced 0.28%
708,694 $15.8 Billion
Q2 2022

Dec 05, 2023
BUY
$22.75 - $27.77 $2.1 Million - $2.56 Million
92,213 Added 14.91%
710,689 $16.6 Billion
Q1 2022

Dec 05, 2023
BUY
$25.76 - $29.21 $341,320 - $387,032
13,250 Added 2.19%
618,476 $17.1 Billion
Q4 2021

Dec 05, 2023
BUY
$26.63 - $29.09 $16.1 Million - $17.6 Million
605,226 New
605,226 $17.5 Billion

Others Institutions Holding DFAC

# of Institutions
1,176
Shares Held
809M
Call Options Held
10.4K
Put Options Held
20.1K
View Full List

About DIMENSIONAL ETF TR U S CORE EQ

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