Phillips Financial Management, LLC Dimensional ETF Tr Dimensional Transaction History

Phillips Financial Management, LLC

  • $1.18 Billion
  • Q2 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 173,919 shares of DFSV stock, worth $5.29 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
173,919
Previous 172,124 1.04%
Holding current value
$5.29 Million
Previous $5.18 Million 3.38%
% of portfolio
0.42%
Previous 0.43%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
BUY
$27.81 - $30.13 $49,918 - $54,083
1,795 Added 1.04%
173,919 $5.01 Million
Q1 2024

Apr 23, 2024
BUY
$27.45 - $30.1 $88,553 - $97,102
3,226 Added 1.91%
172,124 $5.18 Million
Q4 2023

Jan 25, 2024
BUY
$23.61 - $29.53 $136,276 - $170,447
5,772 Added 3.54%
168,898 $4.92 Million
Q3 2023

Nov 09, 2023
BUY
$24.97 - $27.69 $243,307 - $269,811
9,744 Added 6.35%
163,126 $4.13 Million
Q2 2023

Aug 11, 2023
BUY
$23.17 - $25.7 $304,917 - $338,212
13,160 Added 9.39%
153,382 $3.94 Million
Q1 2023

May 08, 2023
SELL
$23.74 - $28.31 $23,811 - $28,394
-1,003 Reduced 0.71%
140,222 $3.5 Million
Q4 2022

Jan 24, 2023
SELL
$22.47 - $26.46 $12,358 - $14,553
-550 Reduced 0.39%
141,225 $0
Q3 2022

Nov 08, 2022
BUY
$21.77 - $26.17 $59,584 - $71,627
2,737 Added 1.97%
141,775 $3.09 Million
Q2 2022

Jul 22, 2022
BUY
$22.18 - $26.16 $3.08 Million - $3.64 Million
139,038 New
139,038 $3.14 Million

Others Institutions Holding DFSV

# of Institutions
330
Shares Held
87.4M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSV Quotes by TradingView
  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
Track This Portfolio

Track Phillips Financial Management, LLC Portfolio

Follow Phillips Financial Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Phillips Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Financial Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email