Phillips Financial Management, LLC Dimensional ETF Tr Us Marketwi Transaction History
Phillips Financial Management, LLC
- $1.19 Billion
- Q1 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 23,253 shares of DFUV stock, worth $906,401. This represents 0.08% of its overall portfolio holdings.
Number of Shares
23,253
Previous 23,394
0.6%
Holding current value
$906,401
Previous $870,000
9.31%
% of portfolio
0.08%
Previous 0.08%
Shares
7 transactions
Others Institutions Holding DFUV
# of Institutions
593Shares Held
242MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO25.8MShares$1.01 Billion3.0% of portfolio
-
Envestnet Asset Management Inc24MShares$936 Million0.37% of portfolio
-
Savant Capital, LLC16.6MShares$646 Million7.85% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.5MShares$565 Million6.73% of portfolio
-
Ci Private Wealth, LLC Miami, FL11MShares$427 Million0.71% of portfolio