Morris Financial Concepts, Inc. Dimensional ETF Tr U S Small C Transaction History
Morris Financial Concepts, Inc.
- $230 Million
- Q4 2024
A detailed history of Morris Financial Concepts, Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 21,665 shares of DFAS stock, worth $1.3 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
21,665
Previous 21,152
2.43%
Holding current value
$1.3 Million
Previous $1.37 Million
2.77%
% of portfolio
0.61%
Previous 0.6%
Shares
9 transactions
Others Institutions Holding DFAS
# of Institutions
782Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$796 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$452 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$393 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$311 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$164 Million1.82% of portfolio