Morris Financial Concepts, Inc. Dimensional ETF Tr Transaction History

Morris Financial Concepts, Inc.

  • $229 Million
  • Q3 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 8,040 shares of DFAI stock, worth $239,511. This represents 0.11% of its overall portfolio holdings.

Number of Shares
8,040
Previous 4,807 67.26%
Holding current value
$239,511
Previous $142,000 79.58%
% of portfolio
0.11%
Previous 0.07%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
539
Shares Held
179M
Call Options Held
7.8K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
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