MORRIS FINANCIAL CONCEPTS, INC. DFAE Holdings History
MORRIS FINANCIAL CONCEPTS, INC.'s Dimensional Emerging Core Equity Market ETF Holding Summary
As of 2026-03-31, MORRIS FINANCIAL CONCEPTS, INC. held 73,560.00 shares of Dimensional Emerging Core Equity Market ETF(DFAE), totaling $2.49 Mil. This investment constitutes 0.85% of their stock portfolio, and MORRIS FINANCIAL CONCEPTS, INC. now holds 0.03% of the outstanding Dimensional Emerging Core Equity Market ETF(DFAE) stock.
The initial trade took place in 2021Q4. And since then MORRIS FINANCIAL CONCEPTS, INC. has made 14 purchases of DFAE, at an average price of $28.69, for a total of 74,453.00 shares. In addition, there have been 3 sales at an average price of $22.71 for 893.00 shares. Based on historical transaction data and DFAE's current price of $39.59, MORRIS FINANCIAL CONCEPTS, INC.'s estimated gain on his DFAE holdings is $796,749.62, reflecting a 37.31% gain to date.
MORRIS FINANCIAL CONCEPTS, INC. DFAE ($39.59) Holding Chart
MORRIS FINANCIAL CONCEPTS, INC. DFAE ($39.59) 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 % | |||
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