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 $8.55 Million. This represents 3.48% of its overall portfolio holdings.
Number of Shares
282,597
Previous 241,911
16.82%
Holding current value
$8.55 Million
Previous $7.18 Million
25.12%
% of portfolio
3.48%
Previous 3.15%
Shares
10 transactions
Others Institutions Holding DFAI
# of Institutions
527Shares Held
164MCall Options Held
400Put Options Held
0-
Sym Financial Corp6.24MShares$189 Million29.57% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.47MShares$165 Million18.48% of portfolio
-
Bank Of America Corp Charlotte, NC5.11MShares$155 Million0.01% of portfolio
-
Northern Trust Corp Chicago, IL4.24MShares$128 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.14MShares$125 Million0.22% of portfolio