Phillips Financial Management, LLC DIMENSIONAL ETF TRUST Transaction History

Phillips Financial Management, LLC

  • $1.32 Billion
  • Q2 2025
Number of Shares
5,440
Previous 4,871 11.68%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 30, 2025
BUY
N/A
569 Added 11.68%
5,440 $0
Q1 2025

Apr 30, 2025
BUY
N/A
456 Added 10.33%
4,871 $0
Q4 2024

Feb 10, 2025
SELL
N/A
-615 Reduced 12.23%
4,415 $0
Q3 2024

Nov 07, 2024
BUY
N/A
2,755 Added 121.1%
5,030 $0
Q2 2024

Aug 08, 2024
BUY
N/A
2,100 Added 1200.0%
2,275 $0
Q4 2023

Jan 25, 2024
BUY
N/A
175 New
175 $0
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