Morris Financial Concepts, Inc. Dimensional ETF Tr Core Fxd In Transaction History
Morris Financial Concepts, Inc.
- $234 Million
- Q1 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 39,653 shares of DFCF stock, worth $1.65 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
39,653
Previous 41,657
4.81%
Holding current value
$1.65 Million
Previous $1.72 Million
3.19%
% of portfolio
0.71%
Previous 0.75%
Shares
10 transactions
Others Institutions Holding DFCF
# of Institutions
428Shares Held
113MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.3MShares$470 Million13.24% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3MShares$125 Million11.48% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$116 Million1.39% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$115 Million23.4% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.69MShares$112 Million1.41% of portfolio