Morris Financial Concepts, Inc. Dimensional ETF Tr Transaction History

Morris Financial Concepts, Inc.

$194 Million
Q1 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 5,774 shares of DFAE stock, worth $152,722. This represents 0.07% of its overall portfolio holdings.

Number of Shares

5,774

Previous 4,927 17.19%

Holding current value

$152,722

Previous $118,000 20.34%

% of portfolio

0.07%

Previous 0.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$20.68 - $22.73 $70,663 - $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

425

Shares Held

119M

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