Morris Financial Concepts, Inc. Dimensional ETF Tr Dimensional Transaction History
Morris Financial Concepts, Inc.
- $206 Million
- Q2 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 64,288 shares of DISV stock, worth $1.82 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
64,288
Previous 38,724
66.02%
Holding current value
$1.82 Million
Previous $1.05 Million
64.35%
% of portfolio
0.84%
Previous 0.54%
Shares
6 transactions
Others Institutions Holding DISV
# of Institutions
264Shares Held
56.4MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.39MShares$238 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.02MShares$171 Million3.34% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$89.3 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.56MShares$44.1 Million1.19% of portfolio
-
Ritholtz Wealth Management1.31MShares$37 Million1.17% of portfolio