Phillips Financial Management, LLC Dimensional ETF Tr Transaction History
Phillips Financial Management, LLC
- $1.18 Billion
- Q2 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 1,942 shares of DFAU stock, worth $76,359. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,942
Previous 1,940
0.1%
Holding current value
$76,359
Previous $70,000
2.86%
% of portfolio
0.01%
Previous 0.01%
Shares
10 transactions
Others Institutions Holding DFAU
# of Institutions
399Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$172 Million2.04% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$163 Million5.04% of portfolio
-
Modera Wealth Management, LLC4.01MShares$158 Million2.23% of portfolio
-
Aquire Wealth Advisors, LLC3.37MShares$132 Million42.46% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.77MShares$109 Million26.74% of portfolio