Phillips Financial Management, LLC Dimensional ETF Tr Inflation P Transaction History

Phillips Financial Management, LLC

  • $1.45 Billion
  • Q3 2025

A detailed history of Phillips Financial Management, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Phillips Financial Management, LLC holds 2,601 shares of DFIP stock, worth $110,386. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,601
Previous 2,601 -0.0%
Holding current value
$110,386
Previous $108,000 0.93%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
SELL
$40.27 - $42.11 $1,248 - $1,305
-31 Reduced 1.18%
2,601 $109,000
Q4 2024

Feb 10, 2025
SELL
$40.31 - $42.43 $32,288 - $33,986
-801 Reduced 23.33%
2,632 $106,000
Q3 2024

Nov 07, 2024
SELL
$40.69 - $42.46 $134,073 - $139,905
-3,295 Reduced 48.97%
3,433 $145,000
Q4 2023

Jan 25, 2024
SELL
$39.16 - $41.47 $41,431 - $43,875
-1,058 Reduced 13.59%
6,728 $277,000
Q3 2023

Nov 09, 2023
BUY
$39.65 - $41.67 $131,875 - $138,594
3,326 Added 74.57%
7,786 $309,000
Q3 2022

Nov 08, 2022
BUY
$40.65 - $46.11 $181,299 - $205,650
4,460 New
4,460 $181,000

Others Institutions Holding DFIP

# of Institutions
151
Shares Held
16.9M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR INFLATION P

DFIP Quotes by TradingView
  • Ticker DFIP
  • Sector ETFs
  • Industry ETFs
More about DFIP
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