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

Phillips Financial Management, LLC

$1.32 Billion
Q2 2025

A detailed history of Phillips Financial Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Phillips Financial Management, LLC holds 708,143 shares of DFAT stock, worth $39.5 Million. This represents 2.89% of its overall portfolio holdings.

Number of Shares

708,143

Previous 667,003 6.17%

Holding current value

$39.5 Million

Previous $34.3 Million 11.26%

% of portfolio

2.89%

Previous 2.77%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$44.8 - $53.97 $1.84 Million - $2.22 Million	41,140 Added 6.17%	708,143 $38.2 Million
Q1 2025 Apr 30, 2025	BUY	$50.44 - $58.1 $3.75 Million - $4.33 Million	74,444 Added 12.56%	667,003 $34.3 Million
Q4 2024 Feb 10, 2025	BUY	$54.54 - $61.04 $7.86 Million - $8.8 Million	144,088 Added 32.13%	592,559 $33 Million
Q3 2024 Nov 07, 2024	BUY	$51.0 - $57.07 $2.16 Million - $2.41 Million	42,259 Added 10.4%	448,471 $24.9 Million
Q2 2024 Aug 08, 2024	BUY	$50.18 - $54.47 $1.34 Million - $1.45 Million	26,679 Added 7.03%	406,212 $21.1 Million
Q1 2024 Apr 23, 2024	BUY	$49.45 - $54.43 $1.09 Million - $1.2 Million	22,013 Added 6.16%	379,533 $20.7 Million
Q4 2023 Jan 25, 2024	BUY	$42.71 - $53.09 $804,143 - $999,578	18,828 Added 5.56%	357,520 $18.7 Million
Q3 2023 Nov 09, 2023	BUY	$45.07 - $49.71 $1.24 Million - $1.37 Million	27,569 Added 8.86%	338,692 $15.5 Million
Q2 2023 Aug 11, 2023	BUY	$41.44 - $46.39 $2.33 Million - $2.61 Million	56,216 Added 22.05%	311,123 $14.4 Million
Q1 2023 May 08, 2023	BUY	$42.38 - $49.75 $1.62 Million - $1.9 Million	38,176 Added 17.61%	254,907 $11.3 Million
Q4 2022 Jan 24, 2023	BUY	$40.24 - $46.91 $3.84 Million - $4.47 Million	95,349 Added 78.55%	216,731 $0
Q3 2022 Nov 08, 2022	BUY	$38.84 - $46.6 $1.17 Million - $1.4 Million	30,097 Added 32.97%	121,382 $4.73 Million
Q2 2022 Jul 22, 2022	BUY	$39.72 - $47.15 $510,441 - $605,924	12,851 Added 16.38%	91,285 $3.67 Million
Q1 2022 May 06, 2022	BUY	$44.35 - $48.64 $3.48 Million - $3.82 Million	78,434 New	78,434 $3.65 Million

Others Institutions Holding DFAT

# of Institutions

777

Shares Held

170M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
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Phillips Financial Management, LLC Dimensional ETF Tr U S Target Transaction History