Morris Financial Concepts, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Morris Financial Concepts, Inc.
- $271 Million
- Q3 2025
A detailed history of Morris Financial Concepts, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 204,035 shares of DFAC stock, worth $7.88 Million. This represents 2.91% of its overall portfolio holdings.
Number of Shares
204,035
Previous 204,135
0.05%
Holding current value
$7.88 Million
Previous $7.32 Million
7.56%
% of portfolio
2.91%
Previous 2.96%
Shares
15 transactions
Others Institutions Holding DFAC
# of Institutions
1,175Shares Held
810MCall Options Held
10.4KPut Options Held
20.1K-
Mercer Global Advisors Inc Denver, CO61.2MShares$2.37 Billion4.02% of portfolio
-
Forum Financial Management, LP Lombard, IL40MShares$1.55 Billion23.99% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.44 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.5MShares$676 Million0.21% of portfolio
-
Apella Capital, LLC13.5MShares$522 Million12.2% of portfolio