Phillips Financial Management, LLC Dimensional ETF Tr Dimensional Transaction History
Phillips Financial Management, LLC
- $1.18 Billion
- Q2 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 $33,525. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,216
Previous 5,351
77.28%
Holding current value
$33,525
Previous $144,000
77.78%
% of portfolio
0.0%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding DIHP
# of Institutions
200Shares Held
92.9MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc17.5MShares$483 Million0.16% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.4MShares$479 Million1.16% of portfolio
-
Vista Wealth Management Group, LLC5.92MShares$163 Million11.81% of portfolio
-
Forum Financial Management, LP Lombard, IL5.79MShares$160 Million3.14% of portfolio
-
Carlson Capital Management3.81MShares$105 Million7.97% of portfolio