Morling Financial Advisors, LLC Dimensional ETF Tr Transaction History
Morling Financial Advisors, LLC
- $272 Million
- Q1 2025
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 512,961 shares of DFAU stock, worth $22.3 Million. This represents 7.24% of its overall portfolio holdings.
Number of Shares
512,961
Previous 502,664
2.05%
Holding current value
$22.3 Million
Previous $20.4 Million
3.12%
% of portfolio
7.24%
Previous 7.53%
Shares
12 transactions
Others Institutions Holding DFAU
# of Institutions
522Shares Held
140MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC6.66MShares$290 Million2.16% of portfolio
-
Rvw Wealth, LLC4.33MShares$188 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$181 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$154 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$153 Million1.87% of portfolio