Morris Financial Concepts, Inc. Dimensional ETF Tr Dimensional Transaction History
Morris Financial Concepts, Inc.
- $234 Million
- Q1 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 72,481 shares of DISV stock, worth $2.43 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
72,481
Previous 68,503
5.81%
Holding current value
$2.43 Million
Previous $1.82 Million
15.93%
% of portfolio
0.9%
Previous 0.79%
Shares
9 transactions
Others Institutions Holding DISV
# of Institutions
353Shares Held
75.5MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$298 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.15MShares$206 Million3.39% of portfolio
-
Mather Group, Llc. Chicago, IL5.84MShares$196 Million2.07% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$106 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.33MShares$78.3 Million1.1% of portfolio