Morris Financial Concepts, Inc. Dimensional ETF Tr Core Fxd In Transaction History
Morris Financial Concepts, Inc.
- $229 Million
- Q3 2024
A detailed history of Morris Financial Concepts, Inc. transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 44,739 shares of DFCF stock, worth $1.84 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
44,739
Previous 44,817
0.17%
Holding current value
$1.84 Million
Previous $1.86 Million
3.82%
% of portfolio
0.84%
Previous 0.9%
Shares
8 transactions
Others Institutions Holding DFCF
# of Institutions
332Shares Held
88.4MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$432 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$119 Million11.58% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$110 Million23.84% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$100 Million1.24% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.08MShares$85.8 Million12.12% of portfolio