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 28,659 shares of DFSD stock, worth $1.36 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
28,659
Previous 27,503 4.2%
Holding current value
$1.36 Million
Previous $1.29 Million 5.88%
% of portfolio
0.6%
Previous 0.63%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About DIMENSIONAL ETF TR SHORT DURAT


  • Ticker DFSD
  • Sector ETFs
  • Industry ETFs
More about DFSD
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