Phillips Financial Management, LLC Dimensional ETF Tr Core Fxd In Transaction History
Phillips Financial Management, LLC
- $1.45 Billion
- Q3 2025
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 2,370,174 shares of DFCF stock, worth $102 Million. This represents 7.01% of its overall portfolio holdings.
Number of Shares
2,370,174
Previous 2,037,414
16.33%
Holding current value
$102 Million
Previous $86.1 Million
17.71%
% of portfolio
7.01%
Previous 6.52%
Shares
15 transactions
Others Institutions Holding DFCF
# of Institutions
432Shares Held
120MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$493 Million12.43% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3.04MShares$130 Million10.8% of portfolio
-
True Link Financial Advisors, LLC2.82MShares$121 Million8.26% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$120 Million1.31% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.76MShares$118 Million13.94% of portfolio