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 130 shares of DFIS stock, worth $3,442. This represents 0.0% of its overall portfolio holdings.
Number of Shares
130
Previous 130
-0.0%
Holding current value
$3,442
Previous $3,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding DFIS
# of Institutions
236Shares Held
81.5MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp17.7MShares$469 Million0.42% of portfolio
-
Matson Money. Inc.12.4MShares$329 Million10.93% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$283 Million3.42% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.82MShares$101 Million0.14% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$69 Million3.04% of portfolio