Phillips Financial Management, LLC Dimensional ETF Tr U S Equity Transaction History

Phillips Financial Management, LLC

  • $1.18 Billion
  • Q2 2024

A detailed history of Phillips Financial Management, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Phillips Financial Management, LLC holds 14,667 shares of DFUS stock, worth $902,900. This represents 0.07% of its overall portfolio holdings.

Number of Shares
14,667
Previous 14,643 0.16%
Holding current value
$902,900
Previous $834,000 3.48%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Aug 08, 2024
BUY
$53.83 - $59.14 $1,291 - $1,419
24 Added 0.16%
14,667 $863,000
Q1 2024

Apr 23, 2024
BUY
$50.79 - $56.98 $914 - $1,025
18 Added 0.12%
14,643 $834,000
Q4 2023

Jan 25, 2024
SELL
$44.51 - $52.0 $23,367 - $27,300
-525 Reduced 3.47%
14,625 $758,000
Q3 2023

Nov 09, 2023
BUY
$46.29 - $49.87 $1,434 - $1,545
31 Added 0.21%
15,150 $705,000
Q2 2023

Aug 11, 2023
SELL
$43.77 - $48.16 $6,521 - $7,175
-149 Reduced 0.98%
15,119 $728,000
Q1 2023

May 08, 2023
BUY
$41.24 - $45.43 $1,195 - $1,317
29 Added 0.19%
15,268 $678,000
Q4 2022

Jan 24, 2023
SELL
$38.86 - $44.32 $11,385 - $12,985
-293 Reduced 1.89%
15,239 $0
Q3 2022

Nov 08, 2022
SELL
$38.82 - $46.57 $42,080 - $50,481
-1,084 Reduced 6.52%
15,532 $603,000
Q2 2022

Jul 22, 2022
BUY
$39.62 - $49.51 $147,782 - $184,672
3,730 Added 28.95%
16,616 $677,000
Q1 2022

May 06, 2022
BUY
$45.16 - $52.01 $581,931 - $670,200
12,886 New
12,886 $632,000

Others Institutions Holding DFUS

# of Institutions
623
Shares Held
122M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S EQUITY

DFUS Quotes by TradingView
  • Ticker DFUS
  • Sector ETFs
  • Industry ETFs
More about DFUS
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