Morris Financial Concepts, Inc. Dimensional ETF Tr U S Small C Transaction History

Morris Financial Concepts, Inc.

$229 Million
Q3 2024

A detailed history of Morris Financial Concepts, Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 21,152 shares of DFAS stock, worth $1.39 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

21,152

Previous 19,200 10.17%

Holding current value

$1.39 Million

Previous $1.15 Million 18.91%

% of portfolio

0.6%

Previous 0.56%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	BUY	$59.25 - $65.33 $115,656 - $127,524	1,952 Added 10.17%	21,152 $1.37 Million
Q2 2024 Jul 29, 2024	BUY	$57.42 - $62.37 $364,731 - $396,174	6,352 Added 49.44%	19,200 $1.15 Million
Q1 2024 Apr 18, 2024	BUY	$56.66 - $62.34 $410,445 - $451,590	7,244 Added 129.26%	12,848 $800,000
Q4 2023 Jan 29, 2024	BUY	$48.83 - $60.51 $93,607 - $115,997	1,917 Added 51.99%	5,604 $334,000
Q3 2023 Oct 24, 2023	BUY	$51.84 - $57.67 $11,456 - $12,745	221 Added 6.38%	3,687 $193,000
Q2 2023 Aug 09, 2023	BUY	$49.85 - $54.8 $70,288 - $77,268	1,410 Added 68.58%	3,466 $189,000
Q1 2023 May 10, 2023	BUY	$50.35 - $57.8 $40,128 - $46,066	797 Added 63.3%	2,056 $108,000
Q4 2022 Jan 19, 2023	BUY	$47.77 - $54.73 $60,142 - $68,905	1,259 New	1,259 $0

Others Institutions Holding DFAS

# of Institutions

689

Shares Held

107M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
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Morris Financial Concepts, Inc. Dimensional ETF Tr U S Small C Transaction History