Morris Financial Concepts, Inc. Dimensional ETF Tr Transaction History

Morris Financial Concepts, Inc.

$230 Million
Q4 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 13,731 shares of DFAU stock, worth $504,339. This represents 0.24% of its overall portfolio holdings.

Number of Shares

13,731

Previous 12,776 7.47%

Holding current value

$504,339

Previous $507,000 9.47%

% of portfolio

0.24%

Previous 0.22%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$39.27 - $42.38 $37,502 - $40,472	955 Added 7.47%	13,731 $555,000
Q3 2024 Oct 30, 2024	BUY	$35.8 - $39.69 $9,916 - $10,994	277 Added 2.22%	12,776 $507,000
Q2 2024 Jul 29, 2024	BUY	$34.53 - $37.67 $141,020 - $153,844	4,084 Added 48.53%	12,499 $468,000
Q1 2024 Apr 18, 2024	BUY	$32.59 - $36.54 $12,742 - $14,287	391 Added 4.87%	8,415 $307,000
Q4 2023 Jan 29, 2024	SELL	$28.58 - $33.37 $10,860 - $12,680	-380 Reduced 4.52%	8,024 $266,000
Q3 2023 Oct 24, 2023	SELL	$29.79 - $32.13 $1,102 - $1,188	-37 Reduced 0.44%	8,404 $251,000
Q2 2023 Aug 09, 2023	BUY	$28.25 - $30.99 $26,837 - $29,440	950 Added 12.68%	8,441 $261,000
Q1 2023 May 10, 2023	BUY	$26.87 - $29.65 $43,341 - $47,825	1,613 Added 27.44%	7,491 $215,000
Q4 2022 Jan 19, 2023	BUY	$25.24 - $28.83 $148,360 - $169,462	5,878 New	5,878 $0
Q2 2022 Jul 25, 2022	BUY	$25.69 - $31.79 $147,923 - $183,046	5,758 Added 6618.39%	5,845 $154,000
Q1 2022 Apr 29, 2022	BUY	$29.18 - $33.24 $1,254 - $1,429	43 Added 97.73%	87 $3,000
Q4 2021 Feb 15, 2022	BUY	$30.17 - $33.15 $1,327 - $1,458	44 New	44 $1,000

Others Institutions Holding DFAU

# of Institutions

489

Shares Held

203M

Call Options Held

Put Options Held

400

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About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

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Morris Financial Concepts, Inc. Dimensional ETF Tr Transaction History