Morling Financial Advisors, LLC Dimensional ETF Tr Emerging Mk Transaction History
Morling Financial Advisors, LLC
- $258 Million
- Q3 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 15,093 shares of DFEM stock, worth $399,813. This represents 0.16% of its overall portfolio holdings.
Number of Shares
15,093
Previous 15,759
4.23%
Holding current value
$399,813
Previous $421,000
0.71%
% of portfolio
0.16%
Previous 0.18%
Shares
6 transactions
Others Institutions Holding DFEM
# of Institutions
347Shares Held
132MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$412 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$153 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$118 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$106 Million0.16% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$105 Million1.18% of portfolio