Phillips Financial Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Phillips Financial Management, LLC
- $1.18 Billion
- Q2 2024
A detailed history of Phillips Financial Management, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Phillips Financial Management, LLC holds 60,141 shares of DFNM stock, worth $2.88 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
60,141
Previous 61,310
1.91%
Holding current value
$2.88 Million
Previous $2.95 Million
2.58%
% of portfolio
0.24%
Previous 0.25%
Shares
9 transactions
Others Institutions Holding DFNM
# of Institutions
184Shares Held
21MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$124 Million3.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.3 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$57.2 Million2.25% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.2 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL885KShares$42.4 Million1.92% of portfolio