Phillips Financial Management, LLC Dimensional ETF Tr Transaction History

Phillips Financial Management, LLC

  • $1.24 Billion
  • Q1 2025

A detailed history of Phillips Financial Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Phillips Financial Management, LLC holds 2,285 shares of DFAI stock, worth $77,758. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,285
Previous 2,323 1.64%
Holding current value
$77,758
Previous $67,000 5.97%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
SELL
$28.88 - $32.4 $1,097 - $1,231
-38 Reduced 1.64%
2,285 $71,000
Q4 2024

Feb 10, 2025
BUY
$29.0 - $31.6 $348 - $379
12 Added 0.52%
2,323 $67,000
Q3 2024

Nov 07, 2024
SELL
$28.69 - $32.06 $315 - $352
-11 Reduced 0.47%
2,311 $73,000
Q2 2024

Aug 08, 2024
BUY
$28.93 - $30.91 $2,285 - $2,441
79 Added 3.52%
2,322 $68,000
Q1 2024

Apr 23, 2024
SELL
$27.74 - $30.27 $9,209 - $10,049
-332 Reduced 12.89%
2,243 $67,000
Q4 2023

Jan 25, 2024
SELL
$24.88 - $28.69 $18,137 - $20,915
-729 Reduced 22.06%
2,575 $73,000
Q3 2023

Nov 09, 2023
BUY
$26.0 - $28.17 $260 - $281
10 Added 0.3%
3,304 $86,000
Q2 2023

Aug 11, 2023
SELL
$26.46 - $28.05 $156,537 - $165,943
-5,916 Reduced 64.23%
3,294 $89,000
Q1 2023

May 08, 2023
SELL
$25.21 - $27.45 $10,487 - $11,419
-416 Reduced 4.32%
9,210 $248,000
Q4 2022

Jan 24, 2023
BUY
$21.47 - $25.85 $214 - $258
10 Added 0.1%
9,626 $0
Q3 2022

Nov 08, 2022
SELL
$21.44 - $25.78 $789,120 - $948,858
-36,806 Reduced 79.29%
9,616 $207,000
Q2 2022

Jul 22, 2022
BUY
$23.87 - $28.49 $760,116 - $907,235
31,844 Added 218.44%
46,422 $999,000
Q1 2022

May 06, 2022
BUY
$25.94 - $30.08 $378,153 - $438,506
14,578 New
14,578 $410,000

Others Institutions Holding DFAI

# of Institutions
645
Shares Held
235M
Call Options Held
500
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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