Phillips Financial Management, LLC Dimensional ETF Tr Dimensional Transaction History

Phillips Financial Management, LLC

  • $1.22 Billion
  • Q4 2024

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 2,204,876 shares of DFIC stock, worth $61 Million. This represents 4.65% of its overall portfolio holdings.

Number of Shares
2,204,876
Previous 1,535,303 43.61%
Holding current value
$61 Million
Previous $43.2 Million 31.93%
% of portfolio
4.65%
Previous 3.44%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
434
Shares Held
2.28B
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIC Quotes by TradingView
  • Ticker DFIC
  • Sector ETFs
  • Industry ETFs
More about DFIC
Track This Portfolio

Track Phillips Financial Management, LLC Portfolio

Follow Phillips Financial Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Phillips Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Financial Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email