Morris Financial Concepts, Inc. Dimensional ETF Tr Core Fxd In Transaction History

Morris Financial Concepts, Inc.

$230 Million
Q4 2024

A detailed history of Morris Financial Concepts, Inc. transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 41,657 shares of DFCF stock, worth $1.74 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

41,657

Previous 44,739 6.89%

Holding current value

$1.74 Million

Previous $1.93 Million 10.87%

% of portfolio

0.75%

Previous 0.84%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$41.17 - $43.34 $126,885 - $133,573	-3,082 Reduced 6.89%	41,657 $1.72 Million
Q3 2024 Oct 30, 2024	SELL	$41.34 - $43.55 $3,224 - $3,396	-78 Reduced 0.17%	44,739 $1.93 Million
Q2 2024 Jul 29, 2024	BUY	$40.79 - $41.97 $70,525 - $72,566	1,729 Added 4.01%	44,817 $1.86 Million
Q1 2024 Apr 18, 2024	BUY	$41.54 - $42.6 $64,968 - $66,626	1,564 Added 3.77%	43,088 $1.81 Million
Q4 2023 Jan 29, 2024	SELL	$39.52 - $42.54 $618,250 - $665,495	-15,644 Reduced 27.36%	41,524 $1.76 Million
Q3 2023 Oct 24, 2023	BUY	$40.3 - $42.05 $300,033 - $313,062	7,445 Added 14.97%	57,168 $2.31 Million
Q2 2023 Aug 09, 2023	BUY	$41.55 - $42.94 $277,803 - $287,096	6,686 Added 15.54%	49,723 $2.07 Million
Q1 2023 May 10, 2023	BUY	$41.26 - $43.27 $17,741 - $18,606	430 Added 1.01%	43,037 $1.83 Million
Q4 2022 Jan 19, 2023	BUY	$39.82 - $42.74 $1.7 Million - $1.82 Million	42,607 New	42,607 $0

Others Institutions Holding DFCF

# of Institutions

367

Shares Held

3.55B

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
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Morris Financial Concepts, Inc. Dimensional ETF Tr Core Fxd In Transaction History