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

Morris Financial Concepts, Inc.

$229 Million
Q3 2024

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 29,512 shares of DFAT stock, worth $1.7 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

29,512

Previous 27,157 8.67%

Holding current value

$1.7 Million

Previous $1.41 Million 16.55%

% of portfolio

0.72%

Previous 0.68%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

668

Shares Held

156M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
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Morris Financial Concepts, Inc. Dimensional ETF Tr U S Target Transaction History