Morling Financial Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Morling Financial Advisors, LLC
- $254 Million
- Q3 2025
A detailed history of Morling Financial Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 14,490 shares of DFAC stock, worth $559,748. This represents 0.22% of its overall portfolio holdings.
Number of Shares
14,490
Previous 14,490
-0.0%
Holding current value
$559,748
Previous $519,000
7.51%
% of portfolio
0.22%
Previous 0.2%
Shares
7 transactions
Others Institutions Holding DFAC
# of Institutions
1,175Shares Held
810MCall Options Held
10.4KPut Options Held
20.1K-
Mercer Global Advisors Inc Denver, CO61.2MShares$2.37 Billion4.02% of portfolio
-
Forum Financial Management, LP Lombard, IL40MShares$1.55 Billion23.99% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.44 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.5MShares$676 Million0.21% of portfolio
-
Apella Capital, LLC13.5MShares$522 Million12.2% of portfolio