Morling Financial Advisors, LLC Dimensional ETF Tr Transaction History
Morling Financial Advisors, LLC
- $270 Million
- Q4 2024
A detailed history of Morling Financial Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 669,853 shares of DFAE stock, worth $17.6 Million. This represents 6.29% of its overall portfolio holdings.
Number of Shares
669,853
Previous 618,047
8.38%
Holding current value
$17.6 Million
Previous $16.9 Million
0.28%
% of portfolio
6.29%
Previous 6.57%
Shares
11 transactions
Others Institutions Holding DFAE
# of Institutions
536Shares Held
168MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH15.5MShares$408 Million2.64% of portfolio
-
Retirement Systems Of Alabama12.7MShares$333 Million1.22% of portfolio
-
Mather Group, Llc. Chicago, IL8.94MShares$235 Million2.96% of portfolio
-
Ubs Group Ag5.28MShares$139 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.58MShares$120 Million0.01% of portfolio