Phillips Financial Management, LLC DIMENSIONAL ETF TRUST Transaction History

Phillips Financial Management, LLC

  • $1.32 Billion
  • Q2 2025
Number of Shares
1,314,950
Previous 1,236,631 6.33%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 30, 2025
BUY
N/A
78,319 Added 6.33%
1,314,950 $0
Q1 2025

Apr 30, 2025
BUY
N/A
98,137 Added 8.62%
1,236,631 $0
Q4 2024

Feb 10, 2025
BUY
N/A
268,238 Added 30.82%
1,138,494 $0
Q3 2024

Nov 07, 2024
BUY
N/A
107,953 Added 14.16%
870,256 $0
Q2 2024

Aug 08, 2024
BUY
N/A
108,159 Added 16.53%
762,303 $0
Q1 2024

Apr 23, 2024
BUY
N/A
120,964 Added 22.69%
654,144 $0
Q4 2023

Jan 25, 2024
BUY
N/A
106,130 Added 24.85%
533,180 $0
Q3 2023

Nov 09, 2023
BUY
N/A
171,018 Added 66.8%
427,050 $0
Q2 2023

Aug 11, 2023
BUY
N/A
246,842 Added 2685.98%
256,032 $0
Q1 2023

May 08, 2023
BUY
N/A
9,190 New
9,190 $0
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