Morton Capital Management Llc/Ca Dimensional ETF Tr Transaction History
Morton Capital Management Llc/Ca
- $518 Billion
- Q1 2025
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 32,512 shares of DFAE stock, worth $810,849. This represents 0.16% of its overall portfolio holdings.
Number of Shares
32,512
Previous 34,955
6.99%
Holding current value
$810,849
Previous $887 Million
5.08%
% of portfolio
0.16%
Previous 0.17%
Shares
12 transactions
Others Institutions Holding DFAE
# of Institutions
539Shares Held
168MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH15.5MShares$388 Million2.64% of portfolio
-
Retirement Systems Of Alabama12.7MShares$316 Million1.22% of portfolio
-
Mather Group, Llc. Chicago, IL8.94MShares$223 Million2.96% of portfolio
-
Ubs Group Ag5.28MShares$132 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.58MShares$114 Million0.01% of portfolio