Phillips Financial Management, LLC Dimensional ETF Tr Transaction History

Phillips Financial Management, LLC

  • $1.24 Billion
  • Q1 2025

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 204,278 shares of DFAX stock, worth $5.5 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
204,278
Previous 219,276 6.84%
Holding current value
$5.5 Million
Previous $5.45 Million 1.82%
% of portfolio
0.43%
Previous 0.45%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
SELL
$24.45 - $27.2 $366,701 - $407,945
-14,998 Reduced 6.84%
204,278 $5.35 Million
Q4 2024

Feb 10, 2025
SELL
$24.76 - $27.04 $832,035 - $908,652
-33,604 Reduced 13.29%
219,276 $5.45 Million
Q3 2024

Nov 07, 2024
SELL
$24.29 - $27.25 $103,961 - $116,630
-4,280 Reduced 1.66%
252,880 $6.83 Million
Q2 2024

Aug 08, 2024
SELL
$24.57 - $26.36 $197,125 - $211,486
-8,023 Reduced 3.03%
257,160 $6.54 Million
Q1 2024

Apr 23, 2024
SELL
$23.42 - $25.45 $741,711 - $806,001
-31,670 Reduced 10.67%
265,183 $6.75 Million
Q4 2023

Jan 25, 2024
SELL
$21.44 - $24.42 $871,536 - $992,673
-40,650 Reduced 12.04%
296,853 $7.25 Million
Q3 2023

Nov 09, 2023
BUY
$22.41 - $24.35 $274,948 - $298,750
12,269 Added 3.77%
337,503 $7.6 Million
Q2 2023

Aug 11, 2023
SELL
$22.56 - $24.03 $519,647 - $553,507
-23,034 Reduced 6.61%
325,234 $7.58 Million
Q1 2023

May 08, 2023
BUY
$21.74 - $23.72 $282,511 - $308,241
12,995 Added 3.88%
348,268 $8.03 Million
Q4 2022

Jan 24, 2023
BUY
$18.81 - $22.36 $1.22 Million - $1.46 Million
65,099 Added 24.1%
335,273 $0
Q3 2022

Nov 08, 2022
BUY
$18.89 - $22.64 $1.82 Million - $2.18 Million
96,097 Added 55.2%
270,174 $5.1 Million
Q2 2022

Jul 22, 2022
BUY
$21.22 - $25.37 $3.69 Million - $4.42 Million
174,077 New
174,077 $3.73 Million

Others Institutions Holding DFAX

# of Institutions
587
Shares Held
245M
Call Options Held
2K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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