Phillips Financial Management, LLC Dimensional ETF Tr Emerging Mk Transaction History
Phillips Financial Management, LLC
- $1.19 Billion
- Q1 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 3,532 shares of DFEV stock, worth $98,578. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,532
Previous 2,308
53.03%
Holding current value
$98,578
Previous $58,000
56.9%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding DFEV
# of Institutions
131Shares Held
15MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.16MShares$60.3 Million4.19% of portfolio
-
Ritholtz Wealth Management924KShares$25.8 Million0.84% of portfolio
-
True Wealth Design, LLC Akron, OH767KShares$21.4 Million4.96% of portfolio
-
Marquette Asset Management, LLC620KShares$17.3 Million2.8% of portfolio
-
Beacon Pointe Advisors, LLC Newport Beach, CA573KShares$16 Million0.17% of portfolio