Morris Financial Concepts, Inc. Dimensional ETF Tr Transaction History

Morris Financial Concepts, Inc.

$234 Million
Q1 2025

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 31,515 shares of DFAE stock, worth $858,153. This represents 0.35% of its overall portfolio holdings.

Number of Shares

31,515

Previous 15,499 103.34%

Holding current value

$858,153

Previous $393,000 107.38%

% of portfolio

0.35%

Previous 0.17%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$24.64 - $26.86 $394,634 - $430,189	16,016 Added 103.34%	31,515 $815,000
Q4 2024 Jan 29, 2025	BUY	$25.36 - $28.15 $216,472 - $240,288	8,536 Added 122.59%	15,499 $393,000
Q3 2024 Oct 30, 2024	SELL	$24.46 - $27.82 $807 - $918	-33 Reduced 0.47%	6,963 $190,000
Q2 2024 Jul 29, 2024	BUY	$24.03 - $26.3 $29,364 - $32,138	1,222 Added 21.16%	6,996 $180,000
Q1 2024 Apr 18, 2024	BUY	$22.74 - $24.88 $19,260 - $21,073	847 Added 17.19%	5,774 $142,000
Q4 2023 Jan 29, 2024	BUY	$21.63 - $24.11 $21 - $24	1 Added 0.02%	4,927 $118,000
Q3 2023 Oct 24, 2023	BUY	$22.43 - $24.83 $24,403 - $27,015	1,088 Added 28.35%	4,926 $111,000
Q2 2023 Aug 09, 2023	SELL	$22.38 - $24.3 $559 - $607	-25 Reduced 0.65%	3,838 $90,000
Q1 2023 May 10, 2023	BUY	$21.78 - $24.36 $9,713 - $10,864	446 Added 13.05%	3,863 $88,000
Q4 2022 Jan 19, 2023	BUY	$19.67 - $22.73 $67,212 - $77,668	3,417 New	3,417 $0
Q2 2022 Jul 25, 2022	BUY	$22.9 - $27.06 $14,472 - $17,101	632 Added 311.33%	835 $19,000
Q1 2022 Apr 29, 2022	BUY	$24.29 - $28.31 $2,599 - $3,029	107 Added 111.46%	203 $5,000
Q4 2021 Feb 15, 2022	BUY	$26.45 - $28.31 $2,539 - $2,717	96 New	96 $3,000

Others Institutions Holding DFAE

# of Institutions

565

Shares Held

162M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

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Morris Financial Concepts, Inc. Dimensional ETF Tr Transaction History