Morris Financial Concepts, Inc. Dimensional ETF Tr Dimensional Transaction History
Morris Financial Concepts, Inc.
- $194 Million
- Q1 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 57,410 shares of DFIS stock, worth $1.44 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
57,410
Previous 31,189
84.07%
Holding current value
$1.44 Million
Previous $753,000
90.97%
% of portfolio
0.74%
Previous 0.43%
Shares
6 transactions
Others Institutions Holding DFIS
# of Institutions
171Shares Held
48.3MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp11.7MShares$293 Million0.4% of portfolio
-
Mather Group, Llc. Chicago, IL6.2MShares$156 Million2.34% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.08MShares$103 Million0.16% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$65.4 Million3.04% of portfolio
-
Savant Capital, LLC2.18MShares$54.9 Million0.63% of portfolio