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 68,503 shares of DISV stock, worth $1.88 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares

68,503

Previous 63,184 8.42%

Holding current value

$1.88 Million

Previous $1.84 Million 0.87%

% of portfolio

0.79%

Previous 0.8%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$26.18 - $28.77 $139,251 - $153,027	5,319 Added 8.42%	68,503 $1.82 Million
Q3 2024 Oct 30, 2024	SELL	$26.06 - $29.18 $28,770 - $32,214	-1,104 Reduced 1.72%	63,184 $1.84 Million
Q2 2024 Jul 29, 2024	BUY	$26.23 - $28.56 $670,543 - $730,107	25,564 Added 66.02%	64,288 $1.73 Million
Q1 2024 Apr 18, 2024	BUY	$24.73 - $27.24 $648,173 - $713,960	26,210 Added 209.45%	38,724 $1.05 Million
Q4 2023 Jan 29, 2024	BUY	$22.43 - $25.87 $150,101 - $173,122	6,692 Added 114.94%	12,514 $322,000
Q3 2023 Oct 24, 2023	BUY	$23.27 - $25.13 $47,726 - $51,541	2,051 Added 54.39%	5,822 $138,000
Q2 2023 Aug 09, 2023	BUY	$23.01 - $24.6 $81,777 - $87,428	3,554 Added 1637.79%	3,771 $89,000
Q1 2023 May 10, 2023	BUY	$22.4 - $24.75 $4,860 - $5,370	217 New	217 $5,000

Others Institutions Holding DISV

# of Institutions

286

Shares Held

63M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

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