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Dimensional Etf Trust shares owned by Morris Financial Concepts

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSI) 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 $210k 5.1k 40.95
2025-06-30 $218k 5.5k 39.41
2025-03-31 $193k 5.5k 34.89
2024-12-31 $171k 5.2k 32.85
2024-09-30 $14k 385 35.74

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

Colony
Maseco
Quantum Financial Advisors
Awm Capital
Francis Financial
Abacus Wealth Partners
Pathstone Holdings
LongView Asset Management
Retirement Solution
Citrine Capital
Five Oceans Advisors
Forum Financial Management
Willow Creek Wealth Management
Balanced Rock Investment Advisors
Planning Center

View all funds holding Dimensional Etf Trust