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 $1.39 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
30,247
Previous 24,853 21.7%
Holding current value
$1.39 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
767
Shares Held
268M
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
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