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

Phillips Financial Management, LLC

$1.24 Billion
Q1 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 1,082,926 shares of DFEM stock, worth $28.8 Million. This represents 2.31% of its overall portfolio holdings.

Number of Shares

1,082,926

Previous 979,620 10.55%

Holding current value

$28.8 Million

Previous $25.7 Million 11.69%

% of portfolio

2.31%

Previous 2.09%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$25.35 - $27.46 $2.62 Million - $2.84 Million	103,306 Added 10.55%	1,082,926 $28.7 Million
Q4 2024 Feb 10, 2025	BUY	$26.16 - $28.82 $7.81 Million - $8.61 Million	298,632 Added 43.85%	979,620 $25.7 Million
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

430

Shares Held

154M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR EMERGING MK

Ticker DFEM
Sector ETFs
Industry ETFs

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