Morris Financial Concepts, Inc. Dimensional ETF Tr Transaction History
Morris Financial Concepts, Inc.
- $206 Million
- Q2 2024
A detailed history of Morris Financial Concepts, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 4,807 shares of DFAI stock, worth $151,228. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,807
Previous 3,414
40.8%
Holding current value
$151,228
Previous $103,000
37.86%
% of portfolio
0.07%
Previous 0.05%
Shares
10 transactions
Others Institutions Holding DFAI
# of Institutions
520Shares Held
159MCall Options Held
400Put Options Held
0-
Sym Financial Corp6.24MShares$196 Million29.57% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.47MShares$172 Million18.48% of portfolio
-
Bank Of America Corp Charlotte, NC5.11MShares$161 Million0.01% of portfolio
-
Northern Trust Corp Chicago, IL4.24MShares$133 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.14MShares$130 Million0.22% of portfolio