Morris Financial Concepts, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Morris Financial Concepts, Inc.
- $194 Million
- Q1 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 209,994 shares of DFAC stock, worth $6.84 Million. This represents 3.46% of its overall portfolio holdings.
Number of Shares
209,994
Previous 208,783
0.58%
Holding current value
$6.84 Million
Previous $6.1 Million
9.95%
% of portfolio
3.46%
Previous 3.51%
Shares
9 transactions
Others Institutions Holding DFAC
# of Institutions
841Shares Held
680MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.69 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.47 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.28 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.23 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$567 Million0.3% of portfolio