Morton Brown Family Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Morton Brown Family Wealth, LLC
- $287 Million
- Q4 2024
A detailed history of Morton Brown Family Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 4,551 shares of DFSV stock, worth $144,357. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,551Holding current value
$144,357% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding DFSV
# of Institutions
358Shares Held
99.3MCall Options Held
10.1KPut Options Held
0-
Savant Capital, LLC8.05MShares$255 Million2.02% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$242 Million3.5% of portfolio
-
Jmg Financial Group, Ltd.5.2MShares$165 Million5.67% of portfolio
-
Mather Group, Llc. Chicago, IL4.17MShares$132 Million1.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.43MShares$109 Million0.15% of portfolio