Morris Financial Concepts, Inc. Dimensional ETF Tr Dimensional Transaction History
Morris Financial Concepts, Inc.
- $230 Million
- Q4 2024
A detailed history of Morris Financial Concepts, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 101,318 shares of DFIS stock, worth $2.68 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
101,318
Previous 89,003
13.84%
Holding current value
$2.68 Million
Previous $2.39 Million
4.23%
% of portfolio
1.08%
Previous 1.04%
Shares
9 transactions
Others Institutions Holding DFIS
# of Institutions
236Shares Held
81.5MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp17.7MShares$469 Million0.42% of portfolio
-
Matson Money. Inc.12.4MShares$329 Million10.93% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$283 Million3.42% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.82MShares$101 Million0.14% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$69 Million3.04% of portfolio