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

Phillips Financial Management, LLC

  • $1.24 Billion
  • Q1 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 $109,215. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,601
Previous 2,632 1.18%
Holding current value
$109,215
Previous $106,000 2.83%
% 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
137
Shares Held
14.7M
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
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