Phillips Financial Management, LLC Dimensional ETF Tr U S Core Eq Transaction History

Phillips Financial Management, LLC

  • $1.18 Billion
  • Q2 2024

A detailed history of Phillips Financial Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Phillips Financial Management, LLC holds 851,655 shares of DFAC stock, worth $29.1 Million. This represents 2.32% of its overall portfolio holdings.

Number of Shares
851,655
Previous 890,430 4.35%
Holding current value
$29.1 Million
Previous $28.4 Million 3.49%
% of portfolio
2.32%
Previous 2.38%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
SELL
$30.09 - $32.37 $1.17 Million - $1.26 Million
-38,775 Reduced 4.35%
851,655 $27.5 Million
Q1 2024

Apr 23, 2024
SELL
$28.62 - $31.95 $2.95 Million - $3.29 Million
-103,102 Reduced 10.38%
890,430 $28.4 Million
Q4 2023

Jan 25, 2024
SELL
$24.91 - $29.38 $2.3 Million - $2.72 Million
-92,519 Reduced 8.52%
993,532 $29 Million
Q3 2023

Nov 09, 2023
SELL
$26.05 - $28.22 $2.2 Million - $2.38 Million
-84,355 Reduced 7.21%
1,086,051 $28.5 Million
Q2 2023

Aug 11, 2023
SELL
$24.86 - $27.15 $1.5 Million - $1.63 Million
-60,210 Reduced 4.89%
1,170,406 $31.8 Million
Q1 2023

May 08, 2023
BUY
$24.18 - $26.58 $3.34 Million - $3.67 Million
138,242 Added 12.66%
1,230,616 $31.4 Million
Q4 2022

Jan 24, 2023
BUY
$22.49 - $25.81 $9.84 Million - $11.3 Million
437,530 Added 66.81%
1,092,374 $0
Q3 2022

Nov 08, 2022
BUY
$22.24 - $26.54 $5.36 Million - $6.4 Million
240,995 Added 58.23%
654,844 $14.6 Million
Q2 2022

Jul 22, 2022
BUY
$22.75 - $27.77 $8.99 Million - $11 Million
395,334 Added 2135.21%
413,849 $9.64 Million
Q1 2022

May 06, 2022
BUY
$25.76 - $29.21 $476,946 - $540,823
18,515 New
18,515 $511,000

Others Institutions Holding DFAC

# of Institutions
898
Shares Held
721M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S CORE EQ

DFAC Quotes by TradingView
  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
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