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Dimensional Etf Trust shares owned by Morris Financial Concepts

Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) shares owned by Morris Financial Concepts from 13F filings

Historical chart of Morris Financial Concepts investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Morris Financial Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Morris Financial Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 30k 46.12
2025-06-30 $1.1M 25k 42.83
2025-03-31 $671k 17k 39.36
2024-12-31 $278k 7.8k 35.48
2024-09-30 $106k 2.8k 38.08

More positions owned by Morris Financial Concepts

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Short Treas Bd (SHV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Tr S&p 500 Val Etf (IVE)
Tesla Motors (TSLA)

View all positions for Morris Financial Concepts

Top funds holding Dimensional Etf Trust

Northwestern Mutual Wealth Management Company
Mercer Global Advisors
Pnc Financial Services
Colony
Savant Capital Management
Northern Trust
Buckingham Strategic Partners
Envestnet Asset Management
Index Fund Advisors
Raymond James Financial
EP Wealth Advisors
Creative Planning
HighTower Advisors
Plan
Foster Group

View all funds holding Dimensional Etf Trust