Morris Financial Concepts, Inc. Dimensional ETF Tr Transaction History
Morris Financial Concepts, Inc.
- $229 Million
- Q3 2024
A detailed history of Morris Financial Concepts, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 2,774 shares of DFIV stock, worth $102,055. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,774Holding current value
$102,055% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
559Shares Held
193MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$713 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$697 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$411 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$285 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.75MShares$248 Million0.04% of portfolio