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 491,990 shares of DUHP stock, worth $17.5 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares

491,990

Previous 389,583 26.29%

Holding current value

$17.5 Million

Previous $12.5 Million 34.5%

% of portfolio

1.34%

Previous 1.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

328

Shares Held

206M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

More about DUHP

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Phillips Financial Management, LLC Dimensional ETF Tr Dimensional Transaction History