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 $70.3 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
$70.3 Million
Previous $44.1 Million
56.5%
% of portfolio
5.64%
Previous 3.52%
Shares
12 transactions
Others Institutions Holding DFCF
# of Institutions
407Shares Held
3.56BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$145 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$487 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$469 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$125 Million11.32% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$117 Million23.4% of portfolio