Morris Financial Concepts, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Morris Financial Concepts, Inc.
- $230 Million
- Q4 2024
A detailed history of Morris Financial Concepts, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 208,720 shares of DFAC stock, worth $6.85 Million. This represents 3.15% of its overall portfolio holdings.
Number of Shares
208,720
Previous 208,879
0.08%
Holding current value
$6.85 Million
Previous $7.16 Million
0.82%
% of portfolio
3.15%
Previous 3.13%
Shares
12 transactions
Others Institutions Holding DFAC
# of Institutions
1,066Shares Held
799MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.88 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.53 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.23 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.22 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$596 Million0.26% of portfolio