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

Morris Financial Concepts, Inc.

$230 Million
Q4 2024

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 21,665 shares of DFAS stock, worth $1.47 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares

21,665

Previous 21,152 2.43%

Holding current value

$1.47 Million

Previous $1.37 Million 2.77%

% of portfolio

0.61%

Previous 0.6%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

712

Shares Held

110M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Morris Financial Concepts, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Morris Financial Concepts, Inc. with notifications on news.

Account

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