MORRIS FINANCIAL CONCEPTS, INC. DFIV Holdings History
MORRIS FINANCIAL CONCEPTS, INC.'s Dimensional International Value ETF Holding Summary
As of 2025-03-31, MORRIS FINANCIAL CONCEPTS, INC. held 17,059.00 shares of Dimensional International Value ETF(DFIV), totaling $671,440.00. This investment constitutes 0.28% of their stock portfolio, and MORRIS FINANCIAL CONCEPTS, INC. now holds 0.01% of the outstanding Dimensional International Value ETF(DFIV) stock.
The initial trade took place in 2024Q3. And since then MORRIS FINANCIAL CONCEPTS, INC. has made 3 purchases of DFIV, at an average price of $37.52, for a total of 17,059.00 shares. Based on historical transaction data and DFIV's current price of $42.72, MORRIS FINANCIAL CONCEPTS, INC.'s estimated gain on his DFIV holdings is $88,672.20, reflecting a 13.85% gain to date.
MORRIS FINANCIAL CONCEPTS, INC. DFIV ($42.72) Holding Chart
MORRIS FINANCIAL CONCEPTS, INC. DFIV ($42.72) 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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