Morris Financial Concepts, Inc. Dimensional ETF Tr Transaction History

Morris Financial Concepts, Inc.

  • $234 Million
  • Q1 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 17,059 shares of DFIV stock, worth $725,007. This represents 0.29% of its overall portfolio holdings.

Number of Shares
17,059
Previous 7,832 117.81%
Holding current value
$725,007
Previous $277,000 142.24%
% of portfolio
0.29%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
689
Shares Held
226M
Call Options Held
1.8K
Put Options Held
200
View Full List

About DIMENSIONAL ETF TR

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