Phillips Financial Management, LLC Dimensional ETF Tr Dimensional Transaction History

Phillips Financial Management, LLC

  • $1.25 Billion
  • Q3 2024

A detailed history of Phillips Financial Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Phillips Financial Management, LLC holds 471,734 shares of DFAR stock, worth $11.1 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares
471,734
Previous 436,643 8.04%
Holding current value
$11.1 Million
Previous $9.65 Million 25.35%
% of portfolio
0.96%
Previous 0.82%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
BUY
$21.91 - $26.03 $768,843 - $913,418
35,091 Added 8.04%
471,734 $12.1 Million
Q2 2024

Aug 08, 2024
BUY
$20.41 - $22.23 $823,359 - $896,780
40,341 Added 10.18%
436,643 $9.65 Million
Q1 2024

Apr 23, 2024
BUY
$21.28 - $22.96 $765,973 - $826,445
35,995 Added 9.99%
396,302 $8.87 Million
Q4 2023

Jan 25, 2024
BUY
$18.45 - $23.08 $311,362 - $389,498
16,876 Added 4.91%
360,307 $8.19 Million
Q3 2023

Nov 09, 2023
BUY
$19.26 - $22.35 $1.1 Million - $1.27 Million
56,885 Added 19.85%
343,431 $6.7 Million
Q2 2023

Aug 11, 2023
BUY
$20.22 - $21.63 $895,018 - $957,430
44,264 Added 18.27%
286,546 $6.17 Million
Q1 2023

May 08, 2023
BUY
$19.83 - $23.92 $349,801 - $421,948
17,640 Added 7.85%
242,282 $5.21 Million
Q4 2022

Jan 24, 2023
BUY
$19.45 - $22.52 $2.63 Million - $3.04 Million
135,004 Added 150.61%
224,642 $0
Q3 2022

Nov 08, 2022
BUY
$20.34 - $25.89 $1.14 Million - $1.46 Million
56,266 Added 168.6%
89,638 $1.84 Million
Q2 2022

Jul 22, 2022
BUY
$21.92 - $28.24 $731,514 - $942,425
33,372 New
33,372 $771,000

Others Institutions Holding DFAR

# of Institutions
219
Shares Held
35.6M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFAR Quotes by TradingView
  • Ticker DFAR
  • Sector ETFs
  • Industry ETFs
More about DFAR
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