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 4,961 shares of DFEV stock, worth $133,500. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,961
Previous 4,207
17.92%
Holding current value
$133,500
Previous $115,000
22.61%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding DFEV
# of Institutions
160Shares Held
18.9MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.39MShares$64.2 Million4.64% of portfolio
-
High Tower Advisors, LLC Chicago, IL988KShares$26.6 Million0.04% of portfolio
-
Ritholtz Wealth Management965KShares$26 Million0.84% of portfolio
-
True Wealth Design, LLC Akron, OH786KShares$21.2 Million8.74% of portfolio
-
Marquette Asset Management, LLC637KShares$17.1 Million2.88% of portfolio