Morris Financial Concepts, Inc. Dimensional ETF Tr Transaction History
Morris Financial Concepts, Inc.
- $230 Million
- Q4 2024
A detailed history of Morris Financial Concepts, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 7,832 shares of DFIV stock, worth $297,929. This represents 0.12% of its overall portfolio holdings.
Number of Shares
7,832
Previous 2,774
182.34%
Holding current value
$297,929
Previous $105,000
163.81%
% of portfolio
0.12%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding DFIV
# of Institutions
605Shares Held
205MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$778 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.4MShares$738 Million1.62% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$425 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$315 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$267 Million0.17% of portfolio