Phillips Financial Management, LLC Dimensional ETF Tr Dimensional Transaction History
Phillips Financial Management, LLC
- $1.22 Billion
- Q4 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 $33,111. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,216
Previous 1,216
-0.0%
Holding current value
$33,111
Previous $33,000
9.09%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding DIHP
# of Institutions
246Shares Held
127MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc23.9MShares$651 Million0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.3MShares$607 Million1.39% of portfolio
-
Savant Capital, LLC15.5MShares$422 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC6.34MShares$173 Million10.75% of portfolio
-
Forum Financial Management, LP Lombard, IL6.22MShares$169 Million3.11% of portfolio