Phillips Financial Management, LLC DIMENSIONAL ETF TRUST Transaction History

Phillips Financial Management, LLC

  • $1.25 Billion
  • Q3 2024
Number of Shares
149,756
Previous 122,344 22.41%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 07, 2024
BUY
N/A
27,412 Added 22.41%
149,756 $0
Q2 2024

Aug 08, 2024
BUY
N/A
8,836 Added 7.78%
122,344 $0
Q1 2024

Apr 23, 2024
BUY
N/A
66,732 Added 142.66%
113,508 $0
Q4 2023

Jan 25, 2024
BUY
N/A
46,476 Added 15492.0%
46,776 $0
Q3 2023

Nov 09, 2023
BUY
N/A
300 New
300 $0
Track This Portfolio

Track Phillips Financial Management, LLC Portfolio

Follow Phillips Financial Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Phillips Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Financial Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email