Morton Capital Management Llc/Ca Dimensional ETF Tr Transaction History

Morton Capital Management Llc/Ca

  • $508 Billion
  • Q3 2024

A detailed history of Morton Capital Management Llc/Ca transactions in Dimensional ETF Tr stock. As of the latest transaction made, Morton Capital Management Llc/Ca holds 36,141 shares of DFAE stock, worth $933,883. This represents 0.19% of its overall portfolio holdings.

Number of Shares
36,141
Previous 37,537 3.72%
Holding current value
$933,883
Previous $971 Million 2.01%
% of portfolio
0.19%
Previous 0.23%

Shares

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

Oct 08, 2024
SELL
$24.46 - $27.82 $34,146 - $38,836
-1,396 Reduced 3.72%
36,141 $991 Million
Q2 2024

Jul 12, 2024
SELL
$24.03 - $26.3 $29,580 - $32,375
-1,231 Reduced 3.18%
37,537 $971 Million
Q1 2024

Apr 12, 2024
SELL
$22.74 - $24.88 $105,581 - $115,517
-4,643 Reduced 10.7%
38,768 $958 Million
Q4 2023

Jan 18, 2024
SELL
$21.63 - $24.11 $138,648 - $154,545
-6,410 Reduced 12.87%
43,411 $1.05 Billion
Q3 2023

Dec 05, 2023
SELL
$22.43 - $24.83 $66,751 - $73,894
-2,976 Reduced 5.64%
49,821 $1.12 Billion
Q2 2023

Dec 05, 2023
BUY
$22.38 - $24.3 $56,017 - $60,822
2,503 Added 4.98%
52,797 $1.24 Billion
Q1 2023

Dec 05, 2023
SELL
$21.78 - $24.36 $144,031 - $161,092
-6,613 Reduced 11.62%
50,294 $1.16 Billion
Q4 2022

Dec 05, 2023
BUY
$19.67 - $22.73 $1.12 Million - $1.29 Million
56,907 New
56,907 $1.25 Billion
Q1 2022

Dec 05, 2023
SELL
$24.29 - $28.31 $626,609 - $730,313
-25,797 Closed
0 $0
Q4 2021

Dec 05, 2023
BUY
$26.45 - $28.31 $682,330 - $730,313
25,797 New
25,797 $706 Million

Others Institutions Holding DFAE

# of Institutions
474
Shares Held
141M
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
Track This Portfolio

Track Morton Capital Management Llc/Ca Portfolio

Follow Morton Capital Management Llc/Ca and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Morton Capital Management Llc/Ca, based on Form 13F filings with the SEC.

News

Stay updated on Morton Capital Management Llc/Ca with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email