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

Morris Financial Concepts, Inc.

$271 Million
Q3 2025

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 1,784 shares of DFSV stock, worth $56,017. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,784

Previous 1,734 2.88%

Holding current value

$56,017

Previous $51,000 9.8%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$29.2 - $32.74 $1,460 - $1,637	50 Added 2.88%	1,784 $56,000
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

497

Shares Held

140M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

Track This Portfolio

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.

Account

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