Phillips Financial Management, LLC Dimensional ETF Tr Dimensional Transaction History

Phillips Financial Management, LLC

$1.22 Billion
Q4 2024

A detailed history of Phillips Financial Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Phillips Financial Management, LLC holds 559,165 shares of DFAR stock, worth $13.5 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares

559,165

Previous 471,734 18.53%

Holding current value

$13.5 Million

Previous $12.1 Million 7.57%

% of portfolio

1.06%

Previous 0.96%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$22.72 - $25.76 $1.99 Million - $2.25 Million	87,431 Added 18.53%	559,165 $13 Million
Q3 2024 Nov 07, 2024	BUY	$21.91 - $26.03 $768,843 - $913,418	35,091 Added 8.04%	471,734 $12.1 Million
Q2 2024 Aug 08, 2024	BUY	$20.41 - $22.23 $823,359 - $896,780	40,341 Added 10.18%	436,643 $9.65 Million
Q1 2024 Apr 23, 2024	BUY	$21.28 - $22.96 $765,973 - $826,445	35,995 Added 9.99%	396,302 $8.87 Million
Q4 2023 Jan 25, 2024	BUY	$18.45 - $23.08 $311,362 - $389,498	16,876 Added 4.91%	360,307 $8.19 Million
Q3 2023 Nov 09, 2023	BUY	$19.26 - $22.35 $1.1 Million - $1.27 Million	56,885 Added 19.85%	343,431 $6.7 Million
Q2 2023 Aug 11, 2023	BUY	$20.22 - $21.63 $895,018 - $957,430	44,264 Added 18.27%	286,546 $6.17 Million
Q1 2023 May 08, 2023	BUY	$19.83 - $23.92 $349,801 - $421,948	17,640 Added 7.85%	242,282 $5.21 Million
Q4 2022 Jan 24, 2023	BUY	$19.45 - $22.52 $2.63 Million - $3.04 Million	135,004 Added 150.61%	224,642 $0
Q3 2022 Nov 08, 2022	BUY	$20.34 - $25.89 $1.14 Million - $1.46 Million	56,266 Added 168.6%	89,638 $1.84 Million
Q2 2022 Jul 22, 2022	BUY	$21.92 - $28.24 $731,514 - $942,425	33,372 New	33,372 $771,000

Others Institutions Holding DFAR

# of Institutions

246

Shares Held

40.9M

Call Options Held

1.9K

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

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Phillips Financial Management, LLC Dimensional ETF Tr Dimensional Transaction History