Morton Capital Management Llc/Ca Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Morton Capital Management Llc/Ca holds 6,289 shares of DISV stock, worth $225,900. This represents 0.04% of its overall portfolio holdings.
Number of Shares
6,289
Previous 6,289
-0.0%
Holding current value
$225,900
Previous $207 Million
8.45%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
391Shares Held
81.8MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$318 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.91MShares$212 Million3.28% of portfolio
-
Mather Group, Llc. Chicago, IL5.86MShares$211 Million2.13% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$113 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.27MShares$81.5 Million0.98% of portfolio