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

Morris Financial Concepts, Inc.

  • $271 Million
  • Q3 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 132,153 shares of DFIS stock, worth $4.19 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares
132,153
Previous 124,656 6.01%
Holding current value
$4.19 Million
Previous $3.72 Million 12.37%
% of portfolio
1.54%
Previous 1.51%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
BUY
$29.65 - $31.77 $222,286 - $238,179
7,497 Added 6.01%
132,153 $4.18 Million
Q2 2025

Jul 28, 2025
BUY
$23.2 - $29.84 $260,373 - $334,894
11,223 Added 9.89%
124,656 $3.72 Million
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
274
Shares Held
86.2M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIS Quotes by TradingView
  • Ticker DFIS
  • Sector ETFs
  • Industry ETFs
More about DFIS
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