Phillips Financial Management, LLC DIMENSIONAL ETF TRUST Transaction History

Phillips Financial Management, LLC

  • $1.25 Billion
  • Q3 2024
Number of Shares
1,385
Previous 7,370 81.21%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
SELL
N/A
-5,985 Reduced 81.21%
1,385 $0
Q1 2024

Apr 23, 2024
BUY
N/A
7,370 New
7,370 $0
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