Phillips Financial Management, LLC Dimensional ETF Tr Dimensional Transaction History

Phillips Financial Management, LLC

$1.45 Billion
Q3 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 1,222,533 shares of DUHP stock, worth $46.4 Million. This represents 3.19% of its overall portfolio holdings.

Number of Shares

1,222,533

Previous 1,079,305 13.27%

Holding current value

$46.4 Million

Previous $38.4 Million 20.31%

% of portfolio

3.19%

Previous 2.91%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$35.76 - $37.93 $5.12 Million - $5.43 Million	143,228 Added 13.27%	1,222,533 $46.2 Million
Q2 2025 Jul 30, 2025	BUY	$29.36 - $35.56 $2.75 Million - $3.33 Million	93,665 Added 9.5%	1,079,305 $38.4 Million
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

472

Shares Held

249M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

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Phillips Financial Management, LLC Dimensional ETF Tr Dimensional Transaction History