Phillips Financial Management, LLC Dimensional ETF Tr Emerging Mk Transaction History
Phillips Financial Management, LLC
- $1.22 Billion
- Q4 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 979,620 shares of DFEM stock, worth $26.3 Million. This represents 2.09% of its overall portfolio holdings.
Number of Shares
979,620
Previous 680,988
43.85%
Holding current value
$26.3 Million
Previous $19.2 Million
33.84%
% of portfolio
2.09%
Previous 1.53%
Shares
10 transactions
Others Institutions Holding DFEM
# of Institutions
415Shares Held
1.16BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.02BShares$27.3 Billion1.6% of portfolio
-
Forum Financial Management, LP Lombard, IL16.3MShares$438 Million8.46% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$159 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$138 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$127 Million3.4% of portfolio