Phillips Financial Management, LLC Dimensional ETF Tr Dimensional Transaction History

Phillips Financial Management, LLC

$1.24 Billion
Q1 2025

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 173,346 shares of DFSV stock, worth $4.6 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

173,346

Previous 169,460 2.29%

Holding current value

$4.6 Million

Previous $5.22 Million 6.44%

% of portfolio

0.39%

Previous 0.43%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$27.56 - $32.1 $107,098 - $124,740	3,886 Added 2.29%	173,346 $4.88 Million
Q4 2024 Feb 10, 2025	SELL	$30.18 - $33.87 $167,197 - $187,639	-5,540 Reduced 3.17%	169,460 $5.22 Million
Q3 2024 Nov 07, 2024	BUY	$28.25 - $31.7 $30,538 - $34,267	1,081 Added 0.62%	175,000 $5.39 Million
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

425

Shares Held

115M

Call Options Held

600

Put Options Held

8.2K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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Phillips Financial Management, LLC Dimensional ETF Tr Dimensional Transaction History