Phillips Financial Management, LLC DIMENSIONAL ETF TRUST Transaction History

Phillips Financial Management, LLC

  • $1.32 Billion
  • Q2 2025
Number of Shares
291,447
Previous 294,688 1.1%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
SELL
N/A
-3,241 Reduced 1.1%
291,447 $0
Q1 2025

Apr 30, 2025
BUY
N/A
69,792 Added 31.03%
294,688 $0
Q4 2024

Feb 10, 2025
BUY
N/A
75,140 Added 50.17%
224,896 $0
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
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