Phillips Financial Management, LLC DIMENSIONAL ETF TRUST Transaction History

Phillips Financial Management, LLC

  • $1.25 Billion
  • Q3 2024
Number of Shares
2,167
Previous 3,011 28.03%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 07, 2024
SELL
N/A
-844 Reduced 28.03%
2,167 $0
Q2 2024

Aug 08, 2024
SELL
N/A
-1,527 Reduced 33.65%
3,011 $0
Q1 2024

Apr 23, 2024
BUY
N/A
4,538 New
4,538 $0
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