Phillips Financial Management, LLC Dimensional ETF Tr Dimensional Call Options Transaction History

Phillips Financial Management, LLC

$1.45 Billion
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DFAR

# of Institutions

278

Shares Held

46.1M

Call Options Held

9.6K

Put Options Held

0

Vista Wealth Management Group, LLC

3.13M
Shares

$72.9 Million
5.07% of portfolio
Prudential Financial Inc Newark, NJ

2.49M
Shares

$58 Million
0.08% of portfolio
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA

2.2M
Shares

$51.2 Million
10.63% of portfolio
High Tower Advisors, LLC Chicago, IL

2.14M
Shares

$49.8 Million
0.07% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

1.79M
Shares

$41.6 Million
3.53% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
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