Morris Financial Concepts, Inc. Dimensional ETF Tr U S Small C Transaction History
Morris Financial Concepts, Inc.
- $234 Million
- Q1 2025
A detailed history of Morris Financial Concepts, Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 24,776 shares of DFAS stock, worth $1.54 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
24,776
Previous 21,665
14.36%
Holding current value
$1.54 Million
Previous $1.41 Million
5.04%
% of portfolio
0.63%
Previous 0.61%
Shares
10 transactions
Others Institutions Holding DFAS
# of Institutions
820Shares Held
126MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS16.8MShares$1.04 Billion0.95% of portfolio
-
Northern Trust Corp Chicago, IL7.97MShares$495 Million0.07% of portfolio
-
Index Fund Advisors, Inc.5.85MShares$363 Million22.41% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$334 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$169 Million1.82% of portfolio