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 $79,099. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,943
Previous 1,942 0.05%
Holding current value
$79,099
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
412
Shares Held
110M
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
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