Morris Financial Concepts, Inc. Dimensional ETF Tr U S Core Eq Transaction History

Morris Financial Concepts, Inc.

  • $229 Million
  • Q3 2024

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 208,879 shares of DFAC stock, worth $7.59 Million. This represents 3.13% of its overall portfolio holdings.

Number of Shares
208,879
Previous 209,773 0.43%
Holding current value
$7.59 Million
Previous $6.76 Million 5.9%
% of portfolio
3.13%
Previous 3.28%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
SELL
$31.05 - $34.29 $27,758 - $30,655
-894 Reduced 0.43%
208,879 $7.16 Million
Q2 2024

Jul 29, 2024
SELL
$30.09 - $32.37 $6,649 - $7,153
-221 Reduced 0.11%
209,773 $6.76 Million
Q1 2024

Apr 18, 2024
BUY
$28.62 - $31.95 $34,658 - $38,691
1,211 Added 0.58%
209,994 $6.71 Million
Q4 2023

Jan 29, 2024
SELL
$24.91 - $29.38 $3,611 - $4,260
-145 Reduced 0.07%
208,783 $6.1 Million
Q3 2023

Oct 24, 2023
SELL
$26.05 - $28.22 $47,176 - $51,106
-1,811 Reduced 0.86%
208,928 $5.47 Million
Q2 2023

Aug 09, 2023
BUY
$24.86 - $27.15 $20,111 - $21,964
809 Added 0.39%
210,739 $5.72 Million
Q1 2023

May 10, 2023
SELL
$24.18 - $26.58 $11,340 - $12,466
-469 Reduced 0.22%
209,930 $5.35 Million
Q4 2022

Jan 19, 2023
BUY
$22.49 - $25.81 $4.73 Million - $5.43 Million
210,399 New
210,399 $0
Q2 2022

Jul 25, 2022
SELL
$22.75 - $27.77 $650,786 - $794,388
-28,606 Reduced 11.59%
218,180 $5.08 Million
Q1 2022

Apr 29, 2022
BUY
$25.76 - $29.21 $526,096 - $596,555
20,423 Added 9.02%
246,786 $6.81 Million
Q4 2021

Feb 15, 2022
BUY
$26.63 - $29.09 $6.03 Million - $6.58 Million
226,363 New
226,363 $6.56 Million

Others Institutions Holding DFAC

# of Institutions
919
Shares Held
740M
Call Options Held
76K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S CORE EQ

DFAC Quotes by TradingView
  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
Track This Portfolio

Track Morris Financial Concepts, Inc. Portfolio

Follow Morris Financial Concepts, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Morris Financial Concepts, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Morris Financial Concepts, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email