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 1,216 shares of DIHP stock, worth $31,992. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,216
Previous 1,216
-0.0%
Holding current value
$31,992
Previous $32,000
3.13%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding DIHP
# of Institutions
208Shares Held
113MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$590 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$583 Million1.34% of portfolio
-
Savant Capital, LLC8.48MShares$223 Million2.0% of portfolio
-
Vista Wealth Management Group, LLC6.05MShares$159 Million11.58% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$158 Million3.18% of portfolio