Morris Financial Concepts, Inc. Dimensional ETF Tr U S Small C Transaction History

Morris Financial Concepts, Inc.

  • $271 Million
  • Q3 2025

A detailed history of Morris Financial Concepts, Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 38,087 shares of DFAS stock, worth $2.62 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares
38,087
Previous 34,124 11.61%
Holding current value
$2.62 Million
Previous $2.17 Million 19.92%
% of portfolio
0.96%
Previous 0.88%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
BUY
$63.41 - $69.69 $251,293 - $276,181
3,963 Added 11.61%
38,087 $2.61 Million
Q2 2025

Jul 28, 2025
BUY
$52.31 - $63.72 $488,993 - $595,654
9,348 Added 37.73%
34,124 $2.17 Million
Q1 2025

Apr 29, 2025
BUY
$58.81 - $68.2 $182,957 - $212,170
3,111 Added 14.36%
24,776 $1.48 Million
Q4 2024

Jan 29, 2025
BUY
$63.58 - $71.15 $32,616 - $36,499
513 Added 2.43%
21,665 $1.41 Million
Q3 2024

Oct 30, 2024
BUY
$59.25 - $65.33 $115,656 - $127,524
1,952 Added 10.17%
21,152 $1.37 Million
Q2 2024

Jul 29, 2024
BUY
$57.42 - $62.37 $364,731 - $396,174
6,352 Added 49.44%
19,200 $1.15 Million
Q1 2024

Apr 18, 2024
BUY
$56.66 - $62.34 $410,445 - $451,590
7,244 Added 129.26%
12,848 $800,000
Q4 2023

Jan 29, 2024
BUY
$48.83 - $60.51 $93,607 - $115,997
1,917 Added 51.99%
5,604 $334,000
Q3 2023

Oct 24, 2023
BUY
$51.84 - $57.67 $11,456 - $12,745
221 Added 6.38%
3,687 $193,000
Q2 2023

Aug 09, 2023
BUY
$49.85 - $54.8 $70,288 - $77,268
1,410 Added 68.58%
3,466 $189,000
Q1 2023

May 10, 2023
BUY
$50.35 - $57.8 $40,128 - $46,066
797 Added 63.3%
2,056 $108,000
Q4 2022

Jan 19, 2023
BUY
$47.77 - $54.73 $60,142 - $68,905
1,259 New
1,259 $0

Others Institutions Holding DFAS

# of Institutions
856
Shares Held
134M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S SMALL C

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