Phillips Financial Management, LLC Dimensional ETF Tr U S Small C 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 Small C stock. As of the latest transaction made, Phillips Financial Management, LLC holds 189,882 shares of DFAS stock, worth $12.3 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
189,882
Previous 162,140
17.11%
Holding current value
$12.3 Million
Previous $10.1 Million
12.87%
% of portfolio
0.96%
Previous 0.85%
Shares
10 transactions
Others Institutions Holding DFAS
# of Institutions
662Shares Held
105MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.3MShares$734 Million0.73% of portfolio
-
Northern Trust Corp Chicago, IL6.97MShares$451 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.72MShares$435 Million23.41% of portfolio
-
Bank Of America Corp Charlotte, NC4.45MShares$288 Million0.02% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$176 Million1.82% of portfolio