Phillips Financial Management, LLC Dimensional ETF Tr Emerging Mk Transaction History

Phillips Financial Management, LLC

  • $1.25 Billion
  • Q3 2024

A detailed history of Phillips Financial Management, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Phillips Financial Management, LLC holds 680,988 shares of DFEM stock, worth $18.1 Million. This represents 1.53% of its overall portfolio holdings.

Number of Shares
680,988
Previous 612,208 11.23%
Holding current value
$18.1 Million
Previous $16.4 Million 17.14%
% of portfolio
1.53%
Previous 1.38%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
BUY
$25.21 - $28.46 $1.73 Million - $1.96 Million
68,780 Added 11.23%
680,988 $19.2 Million
Q2 2024

Aug 08, 2024
BUY
$24.84 - $27.2 $1.41 Million - $1.55 Million
56,941 Added 10.25%
612,208 $16.4 Million
Q1 2024

Apr 23, 2024
BUY
$23.62 - $25.64 $2.32 Million - $2.52 Million
98,352 Added 21.53%
555,267 $14.2 Million
Q4 2023

Jan 25, 2024
BUY
$22.36 - $24.96 $1.56 Million - $1.74 Million
69,785 Added 18.03%
456,915 $11.4 Million
Q3 2023

Nov 09, 2023
BUY
$23.16 - $25.43 $1.86 Million - $2.04 Million
80,231 Added 26.14%
387,130 $9.02 Million
Q2 2023

Aug 11, 2023
BUY
$23.0 - $24.82 $1.42 Million - $1.53 Million
61,820 Added 25.22%
306,899 $7.38 Million
Q1 2023

May 08, 2023
BUY
$22.42 - $24.83 $690,401 - $764,615
30,794 Added 14.37%
245,079 $5.78 Million
Q4 2022

Jan 24, 2023
BUY
$20.21 - $23.44 $2.76 Million - $3.21 Million
136,781 Added 176.48%
214,285 $0
Q3 2022

Nov 08, 2022
BUY
$20.44 - $24.05 $1.58 Million - $1.86 Million
77,504 New
77,504 $1.58 Million

Others Institutions Holding DFEM

# of Institutions
346
Shares Held
131M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR EMERGING MK

DFEM Quotes by TradingView
  • Ticker DFEM
  • Sector ETFs
  • Industry ETFs
More about DFEM
Track This Portfolio

Track Phillips Financial Management, LLC Portfolio

Follow Phillips Financial Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Phillips Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Financial Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email