MORRIS FINANCIAL CONCEPTS, INC. DFIS Holdings History
MORRIS FINANCIAL CONCEPTS, INC.'s Dimensional International Small Cap ETF Holding Summary
As of 2025-03-31, MORRIS FINANCIAL CONCEPTS, INC. held 113,433.00 shares of Dimensional International Small Cap ETF(DFIS), totaling $2.93 Mil. This investment constitutes 1.23% of their stock portfolio, and MORRIS FINANCIAL CONCEPTS, INC. now holds 0.11% of the outstanding Dimensional International Small Cap ETF(DFIS) stock.
The initial trade took place in 2022Q4. And since then MORRIS FINANCIAL CONCEPTS, INC. has made 10 purchases of DFIS, at an average price of $24.07, for a total of 113,433.00 shares. Based on historical transaction data and DFIS's current price of $29.88, MORRIS FINANCIAL CONCEPTS, INC.'s estimated gain on his DFIS holdings is $659,022.64, reflecting a 24.14% gain to date.
MORRIS FINANCIAL CONCEPTS, INC. DFIS ($29.88) Holding Chart
MORRIS FINANCIAL CONCEPTS, INC. DFIS ($29.88) 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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