Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

BUY
$24.03 - $26.3 $504 - $552
21 New
21 $0
Q2 2023

Aug 11, 2023

SELL
$22.38 - $24.3 $42,029 - $45,635
-1,878 Reduced 73.02%
694 $16,000
Q1 2023

May 08, 2023

BUY
$21.78 - $24.36 $65 - $73
3 Added 0.12%
2,572 $59,000
Q4 2022

Jan 24, 2023

BUY
$19.67 - $22.73 $275 - $318
14 Added 0.55%
2,569 $0
Q3 2022

Nov 08, 2022

BUY
$20.09 - $23.68 $51,329 - $60,502
2,555 New
2,555 $51,000

Others Institutions Holding DFAE

About DIMENSIONAL ETF TR


  • Ticker DFAE
  • Sector ETFs
  • Industry ETFs
More about DFAE
Track This Portfolio

Track Phillips Financial Management, LLC Portfolio

Follow Phillips Financial Management, LLC and customize your updates to receive the information that matters most to you.

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.