Phillips Financial Management, LLC Dimensional ETF Tr Dimensional Transaction History

Phillips Financial Management, LLC

  • $1.25 Billion
  • Q3 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 130 shares of DFIS stock, worth $3,199. This represents 0.0% of its overall portfolio holdings.

Number of Shares
130
Holding current value
$3,199
% of portfolio
0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
BUY
$24.06 - $26.97 $3,127 - $3,506
130 New
130 $3,000
Q4 2023

Jan 25, 2024
BUY
$20.55 - $24.23 $197,485 - $232,850
9,610 Added 214.7%
14,086 $340,000
Q3 2023

Nov 09, 2023
BUY
$21.81 - $23.89 $97,621 - $106,931
4,476 New
4,476 $98,000

Others Institutions Holding DFIS

# of Institutions
195
Shares Held
78.5M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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