Phillips Financial Management, LLC Dimensional ETF Tr Emerging Mk Transaction History
Phillips Financial Management, LLC
- $1.45 Billion
- Q3 2025
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 1,179,182 shares of DFEM stock, worth $38.2 Million. This represents 2.62% of its overall portfolio holdings.
Number of Shares
1,179,182
Previous 1,115,676
5.69%
Holding current value
$38.2 Million
Previous $33.1 Million
14.2%
% of portfolio
2.62%
Previous 2.51%
Shares
13 transactions
Others Institutions Holding DFEM
# of Institutions
483Shares Held
166MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL17.2MShares$558 Million8.59% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.58MShares$213 Million0.29% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.01MShares$195 Million2.54% of portfolio
-
Truepoint, Inc.4.49MShares$146 Million3.41% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$128 Million1.18% of portfolio