Morling Financial Advisors, LLC Dimensional ETF Tr Emerging Mk Transaction History
Morling Financial Advisors, LLC
- $270 Million
- Q4 2024
A detailed history of Morling Financial Advisors, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 14,455 shares of DFEM stock, worth $384,213. This represents 0.14% of its overall portfolio holdings.
Number of Shares
14,455
Previous 15,093
4.23%
Holding current value
$384,213
Previous $424,000
10.85%
% of portfolio
0.14%
Previous 0.16%
Shares
7 transactions
Others Institutions Holding DFEM
# of Institutions
428Shares Held
153MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.6MShares$441 Million8.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$157 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$137 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$126 Million3.4% of portfolio
-
Sequoia Financial Advisors, LLC4.21MShares$112 Million0.96% of portfolio