Morris Financial Concepts, Inc. Dimensional ETF Tr Emerging Mk Transaction History

Morris Financial Concepts, Inc.

$230 Million
Q4 2024

A detailed history of Morris Financial Concepts, Inc. transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 40,713 shares of DFEM stock, worth $1.07 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

40,713

Previous 42,816 4.91%

Holding current value

$1.07 Million

Previous $1.21 Million 11.54%

% of portfolio

0.46%

Previous 0.53%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$26.16 - $28.82 $55,014 - $60,608	-2,103 Reduced 4.91%	40,713 $1.07 Million
Q3 2024 Oct 30, 2024	BUY	$25.21 - $28.46 $183,528 - $207,188	7,280 Added 20.49%	42,816 $1.21 Million
Q2 2024 Jul 29, 2024	BUY	$24.84 - $27.2 $388,994 - $425,952	15,660 Added 78.79%	35,536 $949,000
Q1 2024 Apr 18, 2024	BUY	$23.62 - $25.64 $267,756 - $290,655	11,336 Added 132.74%	19,876 $506,000
Q4 2023 Jan 29, 2024	BUY	$22.36 - $24.96 $126,758 - $141,498	5,669 Added 197.46%	8,540 $213,000
Q3 2023 Oct 24, 2023	BUY	$23.16 - $25.43 $19,037 - $20,903	822 Added 40.12%	2,871 $66,000
Q2 2023 Aug 09, 2023	BUY	$23.0 - $24.82 $47,127 - $50,856	2,049 New	2,049 $49,000
Q4 2022 Jan 19, 2023	BUY	$20.21 - $23.44 $1,030 - $1,195	51 New	51 $0

Others Institutions Holding DFEM

# of Institutions

415

Shares Held

1.16B

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR EMERGING MK

Ticker DFEM
Sector ETFs
Industry ETFs

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Morris Financial Concepts, Inc. Dimensional ETF Tr Emerging Mk Transaction History