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 $116,733. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,551Holding current value
$116,733% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding DFSV
# of Institutions
419Shares Held
111MCall Options Held
600Put Options Held
8.2K-
Savant Capital, LLC8.05MShares$207 Million2.02% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$195 Million3.5% of portfolio
-
Jmg Financial Group, Ltd.5.44MShares$139 Million5.92% of portfolio
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Mather Group, Llc. Chicago, IL4.17MShares$107 Million1.67% of portfolio
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Ci Private Wealth, LLC Miami, FL3.98MShares$102 Million0.19% of portfolio