Morris Financial Concepts, Inc. Dimensional ETF Tr Transaction History

Morris Financial Concepts, Inc.

  • $230 Million
  • Q4 2024

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 15,499 shares of DFAE stock, worth $405,143. This represents 0.17% of its overall portfolio holdings.

Number of Shares
15,499
Previous 6,963 122.59%
Holding current value
$405,143
Previous $190,000 106.84%
% of portfolio
0.17%
Previous 0.08%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$25.36 - $28.15 $216,472 - $240,288
8,536 Added 122.59%
15,499 $393,000
Q3 2024

Oct 30, 2024
SELL
$24.46 - $27.82 $807 - $918
-33 Reduced 0.47%
6,963 $190,000
Q2 2024

Jul 29, 2024
BUY
$24.03 - $26.3 $29,364 - $32,138
1,222 Added 21.16%
6,996 $180,000
Q1 2024

Apr 18, 2024
BUY
$22.74 - $24.88 $19,260 - $21,073
847 Added 17.19%
5,774 $142,000
Q4 2023

Jan 29, 2024
BUY
$21.63 - $24.11 $21 - $24
1 Added 0.02%
4,927 $118,000
Q3 2023

Oct 24, 2023
BUY
$22.43 - $24.83 $24,403 - $27,015
1,088 Added 28.35%
4,926 $111,000
Q2 2023

Aug 09, 2023
SELL
$22.38 - $24.3 $559 - $607
-25 Reduced 0.65%
3,838 $90,000
Q1 2023

May 10, 2023
BUY
$21.78 - $24.36 $9,713 - $10,864
446 Added 13.05%
3,863 $88,000
Q4 2022

Jan 19, 2023
BUY
$19.67 - $22.73 $67,212 - $77,668
3,417 New
3,417 $0
Q2 2022

Jul 25, 2022
BUY
$22.9 - $27.06 $14,472 - $17,101
632 Added 311.33%
835 $19,000
Q1 2022

Apr 29, 2022
BUY
$24.29 - $28.31 $2,599 - $3,029
107 Added 111.46%
203 $5,000
Q4 2021

Feb 15, 2022
BUY
$26.45 - $28.31 $2,539 - $2,717
96 New
96 $3,000

Others Institutions Holding DFAE

# of Institutions
515
Shares Held
167M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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