Morris Financial Concepts, Inc. Dimensional ETF Tr Core Fxd In Transaction History
Morris Financial Concepts, Inc.
- $194 Million
- Q1 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 43,088 shares of DFCF stock, worth $1.8 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
43,088
Previous 41,524
3.77%
Holding current value
$1.8 Million
Previous $1.76 Million
2.67%
% of portfolio
0.93%
Previous 1.01%
Shares
6 transactions
Others Institutions Holding DFCF
# of Institutions
290Shares Held
78.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.9.94MShares$416 Million12.05% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA6.95MShares$291 Million10.95% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.63MShares$110 Million11.04% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.27MShares$95.1 Million24.6% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS1.88MShares$78.6 Million1.26% of portfolio