Phillips Financial Management, LLC Dimensional ETF Tr Dimensional Transaction History

Phillips Financial Management, LLC

  • $1.24 Billion
  • Q1 2025

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 985,640 shares of DUHP stock, worth $32.2 Million. This represents 2.64% of its overall portfolio holdings.

Number of Shares
985,640
Previous 842,594 16.98%
Holding current value
$32.2 Million
Previous $28.5 Million 14.73%
% of portfolio
2.64%
Previous 2.32%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
$32.57 - $35.82 $4.66 Million - $5.12 Million
143,046 Added 16.98%
985,640 $32.7 Million
Q4 2024

Feb 10, 2025
BUY
$33.62 - $35.69 $11.8 Million - $12.5 Million
350,604 Added 71.26%
842,594 $28.5 Million
Q3 2024

Nov 07, 2024
BUY
$30.74 - $34.07 $3.15 Million - $3.49 Million
102,407 Added 26.29%
491,990 $16.8 Million
Q2 2024

Aug 08, 2024
BUY
$29.72 - $32.4 $2.03 Million - $2.21 Million
68,313 Added 21.26%
389,583 $12.5 Million
Q1 2024

Apr 23, 2024
BUY
$28.16 - $31.61 $1.8 Million - $2.02 Million
64,044 Added 24.9%
321,270 $10.2 Million
Q4 2023

Jan 25, 2024
BUY
$24.79 - $28.64 $1.37 Million - $1.59 Million
55,437 Added 27.47%
257,226 $7.36 Million
Q3 2023

Nov 09, 2023
BUY
$25.64 - $27.32 $2.59 Million - $2.76 Million
100,946 Added 100.1%
201,789 $5.18 Million
Q2 2023

Aug 11, 2023
BUY
$24.51 - $26.54 $2.19 Million - $2.37 Million
89,397 Added 781.03%
100,843 $2.68 Million
Q1 2023

May 08, 2023
BUY
$23.91 - $25.61 $273,673 - $293,132
11,446 New
11,446 $287,000

Others Institutions Holding DUHP

# of Institutions
403
Shares Held
223M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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