Phillips Financial Management, LLC Dimensional ETF Tr Core Fxd In Transaction History

Phillips Financial Management, LLC

$1.22 Billion
Q4 2024

A detailed history of Phillips Financial Management, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Phillips Financial Management, LLC holds 1,668,820 shares of DFCF stock, worth $70.4 Million. This represents 5.64% of its overall portfolio holdings.

Number of Shares

1,668,820

Previous 1,021,144 63.43%

Holding current value

$70.4 Million

Previous $44.1 Million 56.5%

% of portfolio

5.64%

Previous 3.52%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$41.17 - $43.34 $26.7 Million - $28.1 Million	647,676 Added 63.43%	1,668,820 $69 Million
Q3 2024 Nov 07, 2024	BUY	$41.34 - $43.55 $12.4 Million - $13.1 Million	300,262 Added 41.65%	1,021,144 $44.1 Million
Q2 2024 Aug 08, 2024	BUY	$40.79 - $41.97 $3.05 Million - $3.13 Million	74,675 Added 11.56%	720,882 $29.9 Million
Q1 2024 Apr 23, 2024	BUY	$41.54 - $42.6 $4.51 Million - $4.63 Million	108,643 Added 20.21%	646,207 $27.1 Million
Q4 2023 Jan 25, 2024	BUY	$39.52 - $42.54 $5.84 Million - $6.29 Million	147,895 Added 37.95%	537,564 $22.8 Million
Q3 2023 Nov 09, 2023	BUY	$40.3 - $42.05 $3.89 Million - $4.06 Million	96,595 Added 32.96%	389,669 $15.7 Million
Q2 2023 Aug 11, 2023	BUY	$41.55 - $42.94 $3.75 Million - $3.87 Million	90,215 Added 44.47%	293,074 $12.2 Million
Q1 2023 May 08, 2023	BUY	$41.26 - $43.27 $1.38 Million - $1.45 Million	33,401 Added 19.71%	202,859 $8.62 Million
Q4 2022 Jan 24, 2023	BUY	$39.82 - $42.74 $2.1 Million - $2.25 Million	52,637 Added 45.06%	169,458 $0
Q3 2022 Nov 08, 2022	BUY	$40.64 - $44.91 $1.26 Million - $1.39 Million	30,992 Added 36.11%	116,821 $4.78 Million
Q2 2022 Jul 22, 2022	BUY	$42.49 - $46.23 $3.12 Million - $3.39 Million	73,368 Added 588.78%	85,829 $3.74 Million
Q1 2022 May 06, 2022	BUY	$45.81 - $49.82 $570,838 - $620,807	12,461 New	12,461 $578,000

Others Institutions Holding DFCF

# of Institutions

407

Shares Held

3.56B

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
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Phillips Financial Management, LLC Dimensional ETF Tr Core Fxd In Transaction History