Morris Financial Concepts, Inc. Dimensional ETF Tr Core Fxd In Transaction History
Morris Financial Concepts, Inc.
- $271 Million
- Q3 2025
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 38,497 shares of DFCF stock, worth $1.66 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
38,497
Previous 38,699
0.52%
Holding current value
$1.66 Million
Previous $1.64 Million
0.67%
% of portfolio
0.61%
Previous 0.66%
Shares
12 transactions
Others Institutions Holding DFCF
# of Institutions
429Shares Held
118MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$496 Million12.43% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3.04MShares$131 Million10.8% of portfolio
-
True Link Financial Advisors, LLC2.82MShares$122 Million8.26% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$120 Million1.31% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.76MShares$119 Million13.94% of portfolio