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

Phillips Financial Management, LLC

$1.24 Billion
Q1 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 667,003 shares of DFAT stock, worth $32.7 Million. This represents 2.77% of its overall portfolio holdings.

Number of Shares

667,003

Previous 592,559 12.56%

Holding current value

$32.7 Million

Previous $33 Million 4.13%

% of portfolio

2.77%

Previous 2.69%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

759

Shares Held

167M

Call Options Held

500

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Phillips Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Financial Management, LLC with notifications on news.

Account

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