Morris Financial Concepts, Inc. Dimensional ETF Tr Emerging Mk Transaction History
Morris Financial Concepts, Inc.
- $271 Million
- Q3 2025
A detailed history of Morris Financial Concepts, Inc. transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 37,458 shares of DFEM stock, worth $1.24 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
37,458
Previous 38,413
2.49%
Holding current value
$1.24 Million
Previous $1.14 Million
5.35%
% of portfolio
0.44%
Previous 0.46%
Shares
11 transactions
Others Institutions Holding DFEM
# of Institutions
499Shares Held
175MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL17.2MShares$570 Million8.59% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.02MShares$199 Million2.34% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.75MShares$190 Million0.29% of portfolio
-
Sequoia Financial Advisors, LLC4.89MShares$162 Million1.07% of portfolio
-
Truepoint, Inc.4.44MShares$147 Million3.41% of portfolio