MORRIS FINANCIAL CONCEPTS, INC. DFAC Holdings History
MORRIS FINANCIAL CONCEPTS, INC.'s Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, MORRIS FINANCIAL CONCEPTS, INC. held 206,789.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $6.82 Mil. This investment constitutes 2.86% of their stock portfolio, and MORRIS FINANCIAL CONCEPTS, INC. now holds 0.02% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2021Q4. And since then MORRIS FINANCIAL CONCEPTS, INC. has made 4 purchases of DFAC, at an average price of $26.31, for a total of 459,205.00 shares. In addition, there have been 9 sales at an average price of $24.78 for 252,416.00 shares. Based on historical transaction data and DFAC's current price of $36.51, MORRIS FINANCIAL CONCEPTS, INC.'s estimated gain on his DFAC holdings is $1.72 Mil, reflecting a 14.27% gain to date.
MORRIS FINANCIAL CONCEPTS, INC. DFAC ($36.51) Holding Chart
MORRIS FINANCIAL CONCEPTS, INC. DFAC ($36.51) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
