Morris Financial Concepts, Inc. Dimensional ETF Tr U S Core Eq Transaction History

Morris Financial Concepts, Inc.

$230 Million
Q4 2024

A detailed history of Morris Financial Concepts, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 208,720 shares of DFAC stock, worth $6.54 Million. This represents 3.15% of its overall portfolio holdings.

Number of Shares

208,720

Previous 208,879 0.08%

Holding current value

$6.54 Million

Previous $7.16 Million 0.82%

% of portfolio

3.15%

Previous 3.13%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$33.92 - $36.6 $5,393 - $5,819	-159 Reduced 0.08%	208,720 $7.22 Million
Q3 2024 Oct 30, 2024	SELL	$31.05 - $34.29 $27,758 - $30,655	-894 Reduced 0.43%	208,879 $7.16 Million
Q2 2024 Jul 29, 2024	SELL	$30.09 - $32.37 $6,649 - $7,153	-221 Reduced 0.11%	209,773 $6.76 Million
Q1 2024 Apr 18, 2024	BUY	$28.62 - $31.95 $34,658 - $38,691	1,211 Added 0.58%	209,994 $6.71 Million
Q4 2023 Jan 29, 2024	SELL	$24.91 - $29.38 $3,611 - $4,260	-145 Reduced 0.07%	208,783 $6.1 Million
Q3 2023 Oct 24, 2023	SELL	$26.05 - $28.22 $47,176 - $51,106	-1,811 Reduced 0.86%	208,928 $5.47 Million
Q2 2023 Aug 09, 2023	BUY	$24.86 - $27.15 $20,111 - $21,964	809 Added 0.39%	210,739 $5.72 Million
Q1 2023 May 10, 2023	SELL	$24.18 - $26.58 $11,340 - $12,466	-469 Reduced 0.22%	209,930 $5.35 Million
Q4 2022 Jan 19, 2023	BUY	$22.49 - $25.81 $4.73 Million - $5.43 Million	210,399 New	210,399 $0
Q2 2022 Jul 25, 2022	SELL	$22.75 - $27.77 $650,786 - $794,388	-28,606 Reduced 11.59%	218,180 $5.08 Million
Q1 2022 Apr 29, 2022	BUY	$25.76 - $29.21 $526,096 - $596,555	20,423 Added 9.02%	246,786 $6.81 Million
Q4 2021 Feb 15, 2022	BUY	$26.63 - $29.09 $6.03 Million - $6.58 Million	226,363 New	226,363 $6.56 Million

Others Institutions Holding DFAC

# of Institutions

1,065

Shares Held

805M

Call Options Held

40K

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
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Morris Financial Concepts, Inc. Dimensional ETF Tr U S Core Eq Transaction History