MORRIS FINANCIAL CONCEPTS, INC.
Position in DFLV — Dimensional US Large Cap Value ETF
CIK 1387386
MOUNT PLEASANT, SC
All Filings in DFLV
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 DFLV | $4,266,202 | 119,468 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 DFLV | $2,963,749 | 86,634 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 DFLV | $2,641,771 | 80,297 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 DFLV | $2,067,545 | 66,652 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 DFLV | $1,806,045 | 59,079 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 DFLV | $1,588,617 | 52,901 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 DFLV | $1,527,528 | 49,579 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 DFLV | $1,356,486 | 46,921 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 DFLV | $804,511 | 26,826 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 DFLV | $683,337 | 25,262 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 DFLV | $359,099 | 14,474 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 DFLV | $311,556 | 12,266 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 DFLV | $139,773 | 5,689 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 DFLV | $14,300 | 583 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||