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 68,039 shares of DFAX stock, worth $1.74 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
68,039
Previous 68,039 -0.0%
Holding current value
$1.74 Million
Previous $1.73 Million 6.25%
% of portfolio
0.8%
Previous 0.84%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 29, 2024

SELL
$24.57 - $26.36 $8,624 - $9,252
-351 Reduced 0.51%
68,039 $1.73 Million
Q1 2024

Apr 18, 2024

SELL
$23.42 - $25.45 $1,803 - $1,959
-77 Reduced 0.11%
68,390 $1.74 Million
Q3 2023

Oct 24, 2023

SELL
$22.41 - $24.35 $25,076 - $27,247
-1,119 Reduced 1.61%
68,467 $1.54 Million
Q2 2023

Aug 09, 2023

SELL
$22.56 - $24.03 $7,219 - $7,689
-320 Reduced 0.46%
69,586 $1.62 Million
Q1 2023

May 10, 2023

SELL
$21.74 - $23.72 $6,500 - $7,092
-299 Reduced 0.43%
69,906 $1.61 Million
Q4 2022

Jan 19, 2023

BUY
$18.81 - $22.36 $1.32 Million - $1.57 Million
70,205 New
70,205 $0
Q2 2022

Jul 25, 2022

SELL
$21.22 - $25.37 $210,544 - $251,721
-9,922 Reduced 9.91%
90,186 $1.93 Million
Q1 2022

Apr 29, 2022

BUY
$23.26 - $26.72 $25,399 - $29,178
1,092 Added 1.1%
100,108 $2.5 Million
Q4 2021

Feb 15, 2022

BUY
$25.17 - $26.82 $2.49 Million - $2.66 Million
99,016 New
99,016 $2.59 Million

Others Institutions Holding DFAX

About DIMENSIONAL ETF TR


  • Ticker DFAX
More about DFAX
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