Phillips Financial Management, LLC Dimensional ETF Tr Us Marketwi Transaction History

Phillips Financial Management, LLC

  • $1.25 Billion
  • Q3 2024

A detailed history of Phillips Financial Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Phillips Financial Management, LLC holds 23,399 shares of DFUV stock, worth $1.01 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
23,399
Previous 23,328 0.3%
Holding current value
$1.01 Million
Previous $916,000 6.44%
% of portfolio
0.08%
Previous 0.08%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
BUY
$38.51 - $41.69 $2,734 - $2,959
71 Added 0.3%
23,399 $975,000
Q2 2024

Aug 08, 2024
BUY
$38.53 - $40.76 $2,889 - $3,057
75 Added 0.32%
23,328 $916,000
Q1 2024

Apr 23, 2024
SELL
$36.22 - $40.9 $5,107 - $5,766
-141 Reduced 0.6%
23,253 $951,000
Q4 2023

Jan 25, 2024
BUY
$31.85 - $37.39 $2,070 - $2,430
65 Added 0.28%
23,394 $870,000
Q3 2023

Nov 09, 2023
BUY
$33.83 - $36.19 $2,841 - $3,039
84 Added 0.36%
23,329 $793,000
Q2 2023

Aug 11, 2023
BUY
$32.32 - $34.5 $2,682 - $2,863
83 Added 0.36%
23,245 $801,000
Q1 2023

May 08, 2023
BUY
$31.9 - $35.83 $2,392 - $2,687
75 Added 0.32%
23,162 $775,000
Q4 2022

Jan 24, 2023
SELL
$30.23 - $35.36 $138,030 - $161,453
-4,566 Reduced 16.51%
23,087 $0
Q3 2022

Nov 08, 2022
BUY
$29.6 - $34.78 $818,528 - $961,771
27,653 New
27,653 $819,000

Others Institutions Holding DFUV

# of Institutions
640
Shares Held
267M
Call Options Held
300
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR US MARKETWI

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