Morris Financial Concepts, Inc. Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 20,799 shares of DFAT stock, worth $1.07 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
20,799
Previous 13,261
56.84%
Holding current value
$1.07 Million
Previous $693,000
63.35%
% of portfolio
0.58%
Previous 0.4%
Shares
6 transactions
Others Institutions Holding DFAT
# of Institutions
632Shares Held
151MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.7MShares$701 Million0.83% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.6MShares$648 Million7.81% of portfolio
-
Forum Financial Management, LP Lombard, IL9.09MShares$465 Million9.57% of portfolio
-
Index Fund Advisors, Inc.7.73MShares$396 Million23.74% of portfolio
-
Savant Capital, LLC4.82MShares$247 Million3.04% of portfolio