Morris Financial Concepts, Inc. Dimensional ETF Tr Short Durat Transaction History
Morris Financial Concepts, Inc.
- $229 Million
- Q3 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 28,659 shares of DFSD stock, worth $1.36 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
28,659
Previous 27,503
4.2%
Holding current value
$1.36 Million
Previous $1.29 Million
5.88%
% of portfolio
0.6%
Previous 0.63%
Shares
8 transactions
Others Institutions Holding DFSD
# of Institutions
258Shares Held
46.3MCall Options Held
0Put Options Held
0-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$112 Million11.04% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98.4 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$94.6 Million15.04% of portfolio
-
Planning Center, Inc.1.97MShares$93.4 Million16.69% of portfolio