Phillips Financial Management, LLC Dimensional ETF Tr Dimensional Call Options Transaction History
Phillips Financial Management, LLC
- $1.45 Billion
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DFIS
# of Institutions
278Shares Held
88.7MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.7MShares$588 Million0.43% of portfolio
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Matson Money. Inc.12.5MShares$392 Million12.99% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA3.53MShares$111 Million0.47% of portfolio
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First Citizens Bank & Trust CO3.43MShares$108 Million1.94% of portfolio
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Ci Private Wealth, LLC Miami, FL3.34MShares$105 Million0.15% of portfolio