Morris Financial Concepts, Inc. Dimensional ETF Tr Emerging Mk Transaction History
Morris Financial Concepts, Inc.
- $194 Million
- Q1 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 19,876 shares of DFEM stock, worth $541,621. This represents 0.26% of its overall portfolio holdings.
Number of Shares
19,876
Previous 8,540
132.74%
Holding current value
$541,621
Previous $213,000
137.56%
% of portfolio
0.26%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding DFEM
# of Institutions
307Shares Held
116MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.8MShares$431 Million7.8% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.06MShares$138 Million0.2% of portfolio
-
Truepoint, Inc.4.08MShares$111 Million3.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.89MShares$106 Million0.16% of portfolio
-
Parcion Private Wealth LLC Bellevue, WA3.48MShares$94.8 Million7.95% of portfolio