Morris Financial Concepts, Inc. Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 47,815 shares of DFAT stock, worth $2.76 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares

47,815

Previous 43,278 10.48%

Holding current value

$2.76 Million

Previous $2.34 Million 19.19%

% of portfolio

1.03%

Previous 0.95%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$53.36 - $59.69 $242,094 - $270,813	4,537 Added 10.48%	47,815 $2.78 Million
Q2 2025 Jul 28, 2025	BUY	$44.8 - $53.97 $359,699 - $433,325	8,029 Added 22.78%	43,278 $2.34 Million
Q1 2025 Apr 29, 2025	BUY	$50.44 - $58.1 $211,999 - $244,194	4,203 Added 13.54%	35,249 $1.81 Million
Q4 2024 Jan 29, 2025	BUY	$54.54 - $61.04 $83,664 - $93,635	1,534 Added 5.2%	31,046 $1.73 Million
Q3 2024 Oct 30, 2024	BUY	$51.0 - $57.07 $120,105 - $134,399	2,355 Added 8.67%	29,512 $1.64 Million
Q2 2024 Jul 29, 2024	BUY	$50.18 - $54.47 $319,044 - $346,320	6,358 Added 30.57%	27,157 $1.41 Million
Q1 2024 Apr 18, 2024	BUY	$49.45 - $54.43 $372,754 - $410,293	7,538 Added 56.84%	20,799 $1.13 Million
Q4 2023 Jan 29, 2024	BUY	$42.71 - $53.09 $144,060 - $179,072	3,373 Added 34.11%	13,261 $693,000
Q3 2023 Oct 24, 2023	BUY	$45.07 - $49.71 $29,791 - $32,858	661 Added 7.16%	9,888 $451,000
Q2 2023 Aug 09, 2023	BUY	$41.44 - $46.39 $242,009 - $270,917	5,840 Added 172.42%	9,227 $428,000
Q1 2023 May 10, 2023	BUY	$42.38 - $49.75 $93,575 - $109,848	2,208 Added 187.28%	3,387 $150,000
Q4 2022 Jan 19, 2023	BUY	$40.24 - $46.91 $47,442 - $55,306	1,179 New	1,179 $0

Others Institutions Holding DFAT

# of Institutions

801

Shares Held

173M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

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 Target Transaction History