Phillips Financial Management, LLC Dimensional ETF Tr Core Fxd In Transaction History

Phillips Financial Management, LLC

$1.32 Billion
Q2 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 2,037,414 shares of DFCF stock, worth $86.6 Million. This represents 6.52% of its overall portfolio holdings.

Number of Shares

2,037,414

Previous 1,913,355 6.48%

Holding current value

$86.6 Million

Previous $80.5 Million 6.99%

% of portfolio

6.52%

Previous 6.49%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$41.1 - $42.37 $5.1 Million - $5.26 Million	124,059 Added 6.48%	2,037,414 $86.1 Million
Q1 2025 Apr 30, 2025	BUY	$40.79 - $42.32 $9.97 Million - $10.3 Million	244,535 Added 14.65%	1,913,355 $80.5 Million
Q4 2024 Feb 10, 2025	BUY	$41.17 - $43.34 $26.7 Million - $28.1 Million	647,676 Added 63.43%	1,668,820 $69 Million
Q3 2024 Nov 07, 2024	BUY	$41.34 - $43.55 $12.4 Million - $13.1 Million	300,262 Added 41.65%	1,021,144 $44.1 Million
Q2 2024 Aug 08, 2024	BUY	$40.79 - $41.97 $3.05 Million - $3.13 Million	74,675 Added 11.56%	720,882 $29.9 Million
Q1 2024 Apr 23, 2024	BUY	$41.54 - $42.6 $4.51 Million - $4.63 Million	108,643 Added 20.21%	646,207 $27.1 Million
Q4 2023 Jan 25, 2024	BUY	$39.52 - $42.54 $5.84 Million - $6.29 Million	147,895 Added 37.95%	537,564 $22.8 Million
Q3 2023 Nov 09, 2023	BUY	$40.3 - $42.05 $3.89 Million - $4.06 Million	96,595 Added 32.96%	389,669 $15.7 Million
Q2 2023 Aug 11, 2023	BUY	$41.55 - $42.94 $3.75 Million - $3.87 Million	90,215 Added 44.47%	293,074 $12.2 Million
Q1 2023 May 08, 2023	BUY	$41.26 - $43.27 $1.38 Million - $1.45 Million	33,401 Added 19.71%	202,859 $8.62 Million
Q4 2022 Jan 24, 2023	BUY	$39.82 - $42.74 $2.1 Million - $2.25 Million	52,637 Added 45.06%	169,458 $0
Q3 2022 Nov 08, 2022	BUY	$40.64 - $44.91 $1.26 Million - $1.39 Million	30,992 Added 36.11%	116,821 $4.78 Million
Q2 2022 Jul 22, 2022	BUY	$42.49 - $46.23 $3.12 Million - $3.39 Million	73,368 Added 588.78%	85,829 $3.74 Million
Q1 2022 May 06, 2022	BUY	$45.81 - $49.82 $570,838 - $620,807	12,461 New	12,461 $578,000

Others Institutions Holding DFCF

# of Institutions

425

Shares Held

119M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
Sector ETFs
Industry ETFs

More about DFCF

Track This Portfolio

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.

Account

Phillips Financial Management, LLC Dimensional ETF Tr Core Fxd In Transaction History