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 42,933 shares of DFAX stock, worth $1.11 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

42,933

Previous 68,039 36.9%

Holding current value

$1.11 Million

Previous $1.84 Million 41.92%

% of portfolio

0.46%

Previous 0.8%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$24.76 - $27.04 $621,624 - $678,866	-25,106 Reduced 36.9%	42,933 $1.07 Million
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

# of Institutions

572

Shares Held

242M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAX

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Morris Financial Concepts, Inc. Dimensional ETF Tr Transaction History