Morling Financial Advisors, LLC Dimensional ETF Tr Transaction History
Morling Financial Advisors, LLC
- $258 Million
- Q3 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 282,597 shares of DFAI stock, worth $8.4 Million. This represents 3.48% of its overall portfolio holdings.
Number of Shares
282,597
Previous 241,911
16.82%
Holding current value
$8.4 Million
Previous $7.18 Million
25.12%
% of portfolio
3.48%
Previous 3.15%
Shares
10 transactions
Others Institutions Holding DFAI
# of Institutions
538Shares Held
179MCall Options Held
7.8KPut Options Held
0-
Sym Financial Corp6.3MShares$188 Million26.89% of portfolio
-
Bank Of America Corp Charlotte, NC6.04MShares$180 Million0.02% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.44MShares$162 Million17.91% of portfolio
-
Northern Trust Corp Chicago, IL4.32MShares$128 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.21MShares$125 Million0.19% of portfolio