Phillips Financial Management, LLC Dimensional ETF Tr Transaction History

Phillips Financial Management, LLC

  • $1.25 Billion
  • Q3 2024

A detailed history of Phillips Financial Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Phillips Financial Management, LLC holds 1,943 shares of DFAU stock, worth $78,458. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,943
Previous 1,942 0.05%
Holding current value
$78,458
Previous $72,000 6.94%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
BUY
$35.8 - $39.69 $35 - $39
1 Added 0.05%
1,943 $77,000
Q2 2024

Aug 08, 2024
BUY
$34.53 - $37.67 $69 - $75
2 Added 0.1%
1,942 $72,000
Q1 2024

Apr 23, 2024
BUY
$32.59 - $36.54 $32 - $36
1 Added 0.05%
1,940 $70,000
Q4 2023

Jan 25, 2024
SELL
$28.58 - $33.37 $128,895 - $150,498
-4,510 Reduced 69.93%
1,939 $64,000
Q3 2023

Nov 09, 2023
BUY
$29.79 - $32.13 $59 - $64
2 Added 0.03%
6,449 $193,000
Q2 2023

Aug 11, 2023
SELL
$28.25 - $30.99 $406,009 - $445,388
-14,372 Reduced 69.03%
6,447 $199,000
Q1 2023

May 08, 2023
BUY
$26.87 - $29.65 $403 - $444
15 Added 0.07%
20,819 $598,000
Q4 2022

Jan 24, 2023
SELL
$25.24 - $28.83 $4,088 - $4,670
-162 Reduced 0.77%
20,804 $0
Q3 2022

Nov 08, 2022
BUY
$25.15 - $30.14 $1,534 - $1,838
61 Added 0.29%
20,966 $527,000
Q2 2022

Jul 22, 2022
BUY
$25.69 - $31.79 $11,200 - $13,860
436 Added 2.13%
20,905 $553,000
Q1 2022

May 06, 2022
BUY
$29.18 - $33.24 $597,285 - $680,389
20,469 New
20,469 $645,000

Others Institutions Holding DFAU

# of Institutions
413
Shares Held
108M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAU Quotes by TradingView
  • Ticker DFAU
  • Sector ETFs
  • Industry ETFs
More about DFAU
Track This Portfolio

Track Phillips Financial Management, LLC Portfolio

Follow Phillips Financial Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email