Morris Financial Concepts, Inc. Dimensional ETF Tr Dimensional Transaction History
Morris Financial Concepts, Inc.
- $229 Million
- Q3 2024
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 63,184 shares of DISV stock, worth $1.68 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
63,184
Previous 64,288
1.72%
Holding current value
$1.68 Million
Previous $1.73 Million
6.19%
% of portfolio
0.8%
Previous 0.84%
Shares
7 transactions
Others Institutions Holding DISV
# of Institutions
274Shares Held
60.7MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$228 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$165 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$83.5 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$43.6 Million1.09% of portfolio
-
Ritholtz Wealth Management1.35MShares$35.9 Million1.2% of portfolio