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 15,636 shares of DFAI stock, worth $534,282. This represents 0.21% of its overall portfolio holdings.

Number of Shares

15,636

Previous 9,256 68.93%

Holding current value

$534,282

Previous $270,000 80.74%

% of portfolio

0.21%

Previous 0.12%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$28.88 - $32.4 $184,254 - $206,712	6,380 Added 68.93%	15,636 $488,000
Q4 2024 Jan 29, 2025	BUY	$29.0 - $31.6 $35,264 - $38,425	1,216 Added 15.12%	9,256 $270,000
Q3 2024 Oct 30, 2024	BUY	$28.69 - $32.06 $92,754 - $103,649	3,233 Added 67.26%	8,040 $255,000
Q2 2024 Jul 29, 2024	BUY	$28.93 - $30.91 $40,299 - $43,057	1,393 Added 40.8%	4,807 $142,000
Q1 2024 Apr 18, 2024	SELL	$27.74 - $30.27 $10,874 - $11,865	-392 Reduced 10.3%	3,414 $103,000
Q4 2023 Jan 29, 2024	SELL	$24.88 - $28.69 $9,454 - $10,902	-380 Reduced 9.08%	3,806 $109,000
Q3 2023 Oct 24, 2023	BUY	$26.0 - $28.17 $7,306 - $7,915	281 Added 7.2%	4,186 $109,000
Q2 2023 Aug 09, 2023	BUY	$26.46 - $28.05 $17,675 - $18,737	668 Added 20.64%	3,905 $106,000
Q1 2023 May 10, 2023	BUY	$25.21 - $27.45 $10,487 - $11,419	416 Added 14.75%	3,237 $87,000
Q4 2022 Jan 19, 2023	BUY	$21.47 - $25.85 $60,566 - $72,922	2,821 New	2,821 $0
Q2 2022 Jul 25, 2022	BUY	$23.87 - $28.49 $2,148 - $2,564	90 Added 98.9%	181 $4,000
Q1 2022 Apr 29, 2022	BUY	$25.94 - $30.08 $1,634 - $1,895	63 Added 225.0%	91 $3,000
Q4 2021 Feb 15, 2022	BUY	$28.27 - $30.4 $791 - $851	28 New	28 $1,000

Others Institutions Holding DFAI

# of Institutions

645

Shares Held

235M

Call Options Held

500

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAI
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Morris Financial Concepts, Inc. Dimensional ETF Tr Transaction History