Phillips Financial Management, LLC Dimensional ETF Tr Dimensional Transaction History
Phillips Financial Management, LLC
- $1.25 Billion
- Q3 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 175,000 shares of DFSV stock, worth $5.83 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
175,000
Previous 173,919
0.62%
Holding current value
$5.83 Million
Previous $5.01 Million
7.69%
% of portfolio
0.43%
Previous 0.42%
Shares
10 transactions
Others Institutions Holding DFSV
# of Institutions
339Shares Held
95.1MCall Options Held
10.1KPut Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$273 Million3.73% of portfolio
-
Savant Capital, LLC6.57MShares$219 Million1.72% of portfolio
-
Jmg Financial Group, Ltd.5.2MShares$173 Million5.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.43MShares$114 Million0.15% of portfolio
-
Mather Group, Llc. Chicago, IL2.97MShares$98.9 Million1.18% of portfolio