Morris Financial Concepts, Inc. Dimensional ETF Tr Emerging Mk Transaction History
Morris Financial Concepts, Inc.
- $230 Million
- Q4 2024
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 40,713 shares of DFEM stock, worth $1.1 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
40,713
Previous 42,816
4.91%
Holding current value
$1.1 Million
Previous $1.21 Million
11.54%
% of portfolio
0.46%
Previous 0.53%
Shares
8 transactions
Others Institutions Holding DFEM
# of Institutions
417Shares Held
1.16BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.02BShares$27.6 Billion1.6% of portfolio
-
Forum Financial Management, LP Lombard, IL16.3MShares$442 Million8.46% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$160 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$139 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$129 Million3.4% of portfolio