Morris Financial Concepts, Inc. Dimensional ETF Tr Transaction History

Morris Financial Concepts, Inc.

  • $271 Million
  • Q3 2025

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 30,247 shares of DFIV stock, worth $1.45 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
30,247
Previous 24,853 21.7%
Holding current value
$1.45 Million
Previous $1.06 Million 31.02%
% of portfolio
0.52%
Previous 0.43%

Shares

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

Oct 21, 2025
BUY
$42.66 - $46.53 $230,108 - $250,982
5,394 Added 21.7%
30,247 $1.39 Million
Q2 2025

Jul 28, 2025
BUY
$34.67 - $43.21 $270,217 - $336,778
7,794 Added 45.69%
24,853 $1.06 Million
Q1 2025

Apr 29, 2025
BUY
$35.33 - $40.77 $325,989 - $376,184
9,227 Added 117.81%
17,059 $671,000
Q4 2024

Jan 29, 2025
BUY
$34.86 - $37.97 $176,321 - $192,052
5,058 Added 182.34%
7,832 $277,000
Q3 2024

Oct 30, 2024
BUY
$34.66 - $38.38 $96,146 - $106,466
2,774 New
2,774 $105,000

Others Institutions Holding DFIV

# of Institutions
792
Shares Held
258M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
Track This Portfolio

Track Morris Financial Concepts, Inc. Portfolio

Follow Morris Financial Concepts, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Morris Financial Concepts, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Morris Financial Concepts, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email