Phillips Financial Management, LLC Dimensional ETF Tr Core Fxd In Transaction History
Phillips Financial Management, LLC
- $1.45 Billion
- Q3 2025
A detailed history of Phillips Financial Management, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Phillips Financial Management, LLC holds 2,370,174 shares of DFCF stock, worth $101 Million. This represents 7.01% of its overall portfolio holdings.
Number of Shares
2,370,174
Previous 2,037,414
16.33%
Holding current value
$101 Million
Previous $86.1 Million
17.71%
% of portfolio
7.01%
Previous 6.52%
Shares
15 transactions
Others Institutions Holding DFCF
# of Institutions
442Shares Held
138MCall Options Held
0Put Options Held
0-
Truepoint, Inc.12MShares$514 Million12.3% of portfolio
-
Prudential Financial Inc Newark, NJ10.4MShares$445 Million0.56% of portfolio
-
Factory Mutual Insurance CO Waltham, MA4.54MShares$194 Million1.92% of portfolio
-
True Link Financial Advisors, LLC3.41MShares$146 Million9.43% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3.15MShares$135 Million10.54% of portfolio