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Dimensional Etf Trust shares owned by Morris Financial Concepts

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSD) 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
2024-03-31 $1.2M 25k 47.04
2023-12-31 $1.1M 24k 47.01
2023-09-30 $1.1M 24k 46.38
2023-06-30 $1.0M 22k 46.35
2023-03-31 $918k 20k 46.66
2022-12-31 $728k 16k 46.09

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)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Short Treas Bd (SHV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Sml Cp Etf (SCZ)
American Centy Etf Tr Us Eqt Etf (AVUS)

View all positions for Morris Financial Concepts

Top funds holding Dimensional Etf Trust

Beaird Harris Wealth Management
DiNuzzo Private Wealth
Market Street Wealth Management Advisors
Buckingham Asset Management
Assetmark
Apella Capital
Great Waters Wealth Management
Commonwealth Equity Services
Savant Capital Management
Phillips Financial Management
HighTower Advisors
Buckingham Strategic Partners
Rather & Kittrell
RAM Investment Partners
Burney Co/

View all funds holding Dimensional Etf Trust