Morris Financial Concepts, Inc. Dimensional ETF Tr Short Durat Transaction History
Morris Financial Concepts, Inc.
- $194 Million
- Q1 2024
A detailed history of Morris Financial Concepts, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 25,430 shares of DFSD stock, worth $1.2 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
25,430
Previous 24,120
5.43%
Holding current value
$1.2 Million
Previous $1.13 Million
5.56%
% of portfolio
0.62%
Previous 0.65%
Shares
6 transactions
Others Institutions Holding DFSD
# of Institutions
224Shares Held
34.8MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.25MShares$106 Million10.59% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA1.95MShares$91.8 Million15.85% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS1.77MShares$83.5 Million1.34% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.58MShares$74.5 Million0.12% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.58MShares$74.4 Million0.84% of portfolio