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

Phillips Financial Management, LLC

  • $1.19 Billion
  • Q1 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 646,207 shares of DFCF stock, worth $26.8 Million. This represents 2.27% of its overall portfolio holdings.

Number of Shares
646,207
Previous 537,564 20.21%
Holding current value
$26.8 Million
Previous $22.8 Million 18.94%
% of portfolio
2.27%
Previous 2.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$40.28 - $42.74 $2.12 Million - $2.25 Million
52,637 Added 45.06%
169,458 $0
Q3 2022

Nov 08, 2022
BUY
$41.42 - $44.91 $1.28 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
289
Shares Held
78.2M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR CORE FXD IN

DFCF Quotes by TradingView
  • Ticker DFCF
  • Sector ETFs
  • Industry ETFs
More about DFCF
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