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

Morris Financial Concepts, Inc.

$234 Million
Q1 2025

A detailed history of Morris Financial Concepts, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 113,433 shares of DFIS stock, worth $3.29 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares

113,433

Previous 101,318 11.96%

Holding current value

$3.29 Million

Previous $2.49 Million 17.81%

% of portfolio

1.25%

Previous 1.08%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$23.92 - $26.89 $289,790 - $325,772	12,115 Added 11.96%	113,433 $2.93 Million
Q4 2024 Jan 29, 2025	BUY	$24.25 - $26.7 $298,638 - $328,810	12,315 Added 13.84%	101,318 $2.49 Million
Q3 2024 Oct 30, 2024	BUY	$24.06 - $26.97 $75,115 - $84,200	3,122 Added 3.64%	89,003 $2.39 Million
Q2 2024 Jul 29, 2024	BUY	$24.08 - $25.86 $685,581 - $736,260	28,471 Added 49.59%	85,881 $2.12 Million
Q1 2024 Apr 18, 2024	BUY	$23.13 - $25.1 $606,491 - $658,147	26,221 Added 84.07%	57,410 $1.44 Million
Q4 2023 Jan 29, 2024	BUY	$20.55 - $24.23 $211,932 - $249,883	10,313 Added 49.4%	31,189 $753,000
Q3 2023 Oct 24, 2023	BUY	$21.81 - $23.89 $97,447 - $106,740	4,468 Added 27.23%	20,876 $458,000
Q2 2023 Aug 09, 2023	BUY	$22.26 - $23.55 $118,757 - $125,639	5,335 Added 48.18%	16,408 $374,000
Q1 2023 May 10, 2023	BUY	$21.65 - $23.87 $37,757 - $41,629	1,744 Added 18.69%	11,073 $254,000
Q4 2022 Jan 19, 2023	BUY	$18.29 - $22.14 $170,627 - $206,544	9,329 New	9,329 $0

Others Institutions Holding DFIS

# of Institutions

253

Shares Held

94M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
Industry ETFs

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