Phillips Financial Management, LLC Dimensional ETF Tr Dimensional Transaction History

Phillips Financial Management, LLC

$1.24 Billion
Q1 2025

A detailed history of Phillips Financial Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Phillips Financial Management, LLC holds 2,505,201 shares of DFIC stock, worth $72.3 Million. This represents 5.61% of its overall portfolio holdings.

Number of Shares

2,505,201

Previous 2,204,876 13.62%

Holding current value

$72.3 Million

Previous $57 Million 22.06%

% of portfolio

5.61%

Previous 4.65%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$25.54 - $28.79 $7.67 Million - $8.65 Million	300,325 Added 13.62%	2,505,201 $69.6 Million
Q4 2024 Feb 10, 2025	BUY	$25.61 - $28.0 $17.1 Million - $18.7 Million	669,573 Added 43.61%	2,204,876 $57 Million
Q3 2024 Nov 07, 2024	BUY	$25.36 - $28.37 $5.32 Million - $5.95 Million	209,701 Added 15.82%	1,535,303 $43.2 Million
Q2 2024 Aug 08, 2024	BUY	$25.73 - $27.44 $3.25 Million - $3.46 Million	126,241 Added 10.53%	1,325,602 $34.9 Million
Q1 2024 Apr 23, 2024	BUY	$24.62 - $26.83 $5.14 Million - $5.6 Million	208,873 Added 21.09%	1,199,361 $32.1 Million
Q4 2023 Jan 25, 2024	BUY	$22.18 - $25.58 $3.59 Million - $4.14 Million	162,004 Added 19.55%	990,488 $25.3 Million
Q3 2023 Nov 09, 2023	BUY	$23.25 - $25.17 $3.65 Million - $3.95 Million	157,113 Added 23.4%	828,484 $19.3 Million
Q2 2023 Aug 11, 2023	BUY	$23.45 - $24.88 $3.05 Million - $3.24 Million	130,175 Added 24.05%	671,371 $16.3 Million
Q1 2023 May 08, 2023	BUY	$22.5 - $24.64 $1.43 Million - $1.57 Million	63,525 Added 13.3%	541,196 $13 Million
Q4 2022 Jan 24, 2023	BUY	$19.06 - $23.03 $4.86 Million - $5.87 Million	254,890 Added 114.41%	477,671 $0
Q3 2022 Nov 08, 2022	BUY	$19.05 - $23.07 $4.24 Million - $5.14 Million	222,781 New	222,781 $4.27 Million

Others Institutions Holding DFIC

# of Institutions

459

Shares Held

269M

Call Options Held

5.9K

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
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Phillips Financial Management, LLC Dimensional ETF Tr Dimensional Transaction History