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

Morris Financial Concepts, Inc.

$234 Million
Q1 2025

A detailed history of Morris Financial Concepts, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 30,430 shares of DFSD stock, worth $1.46 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

30,430

Previous 29,555 2.96%

Holding current value

$1.46 Million

Previous $1.39 Million 4.4%

% of portfolio

0.62%

Previous 0.6%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$46.74 - $47.55 $40,897 - $41,606	875 Added 2.96%	30,430 $1.45 Million
Q4 2024 Jan 29, 2025	BUY	$46.75 - $47.8 $41,888 - $42,828	896 Added 3.13%	29,555 $1.39 Million
Q3 2024 Oct 30, 2024	BUY	$47.0 - $47.84 $54,332 - $55,303	1,156 Added 4.2%	28,659 $1.37 Million
Q2 2024 Jul 29, 2024	BUY	$46.64 - $47.15 $96,684 - $97,741	2,073 Added 8.15%	27,503 $1.29 Million
Q1 2024 Apr 18, 2024	BUY	$46.78 - $47.19 $61,281 - $61,818	1,310 Added 5.43%	25,430 $1.2 Million
Q4 2023 Jan 29, 2024	BUY	$46.16 - $47.09 $26,080 - $26,605	565 Added 2.4%	24,120 $1.13 Million
Q3 2023 Oct 24, 2023	BUY	$46.24 - $46.65 $66,030 - $66,616	1,428 Added 6.45%	23,555 $1.09 Million
Q2 2023 Aug 09, 2023	BUY	$46.28 - $46.83 $113,432 - $114,780	2,451 Added 12.46%	22,127 $1.03 Million
Q1 2023 May 10, 2023	BUY	$46.1 - $46.75 $179,282 - $181,810	3,889 Added 24.63%	19,676 $918,000
Q4 2022 Jan 19, 2023	BUY	$45.19 - $46.47 $713,414 - $733,621	15,787 New	15,787 $0

Others Institutions Holding DFSD

# of Institutions

360

Shares Held

71.1M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

Track This Portfolio

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.

Account

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