Morris Financial Concepts, Inc. Dimensional ETF Tr Dimensional Transaction History
Morris Financial Concepts, Inc.
- $271 Million
- Q3 2025
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 80,748 shares of DISV stock, worth $2.89 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
80,748
Previous 79,551
1.5%
Holding current value
$2.89 Million
Previous $2.62 Million
10.05%
% of portfolio
1.06%
Previous 1.06%
Shares
11 transactions
Others Institutions Holding DISV
# of Institutions
377Shares Held
81.4MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$317 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.91MShares$211 Million3.28% of portfolio
-
Mather Group, Llc. Chicago, IL5.86MShares$210 Million2.13% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$113 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$90.1 Million1.18% of portfolio