Dimensional Etf Trust shares owned by Morton Capital Management
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAE) shares owned by Morton Capital Management
from 13F filings
Historical chart of Morton Capital Management investment in Dimensional Etf Trust
Tip: Access up to 7 years of quarterly data
All positions including Dimensional Etf Trust held by Morton Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Dimensional Etf Trust by Morton Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $809k | 26k | 31.53 |
| 2025-06-30 | $860k | 30k | 28.95 |
| 2025-03-31 | $842k | 33k | 25.89 |
| 2024-12-31 | $887k | 35k | 25.37 |
| 2024-09-30 | $991k | 36k | 27.41 |
| 2024-06-30 | $971k | 38k | 25.87 |
| 2024-03-31 | $958k | 39k | 24.72 |
| 2023-12-31 | $1.0M | 43k | 24.11 |
| 2023-09-30 | $1.1M | 50k | 22.57 |
| 2023-06-30 | $1.2M | 53k | 23.46 |
| 2023-03-31 | $1.2M | 50k | 23.02 |
| 2022-12-31 | $1.2M | 57k | 21.95 |
| 2021-12-31 | $706k | 26k | 27.36 |