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

Morris Financial Concepts, Inc.

  • $230 Million
  • Q4 2024

A detailed history of Morris Financial Concepts, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 1,734 shares of DFSV stock, worth $52,089. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,734
Previous 1,734 -0.0%
Holding current value
$52,089
Previous $53,000 -0.0%
% of portfolio
0.02%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 29, 2024
SELL
$27.81 - $30.13 $1,279 - $1,385
-46 Reduced 2.58%
1,734 $49,000
Q1 2024

Apr 18, 2024
BUY
$27.45 - $30.1 $3,952 - $4,334
144 Added 8.8%
1,780 $53,000
Q4 2023

Jan 29, 2024
BUY
$23.61 - $29.53 $4,792 - $5,994
203 Added 14.17%
1,636 $47,000
Q3 2023

Oct 24, 2023
SELL
$24.97 - $27.69 $24 - $27
-1 Reduced 0.07%
1,433 $36,000
Q2 2023

Aug 09, 2023
BUY
$23.17 - $25.7 $30,236 - $33,538
1,305 Added 1011.63%
1,434 $36,000
Q1 2023

May 10, 2023
BUY
$23.74 - $28.31 $1,258 - $1,500
53 Added 69.74%
129 $3,000
Q4 2022

Jan 19, 2023
BUY
$22.47 - $26.46 $1,707 - $2,010
76 New
76 $0

Others Institutions Holding DFSV

# of Institutions
414
Shares Held
109M
Call Options Held
600
Put Options Held
8.2K
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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