Phillips Financial Management, LLC Dimensional ETF Tr Emerging Mk Transaction History
Phillips Financial Management, LLC
- $1.25 Billion
- Q3 2024
A detailed history of Phillips Financial Management, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Phillips Financial Management, LLC holds 680,988 shares of DFEM stock, worth $18.1 Million. This represents 1.53% of its overall portfolio holdings.
Number of Shares
680,988
Previous 612,208
11.23%
Holding current value
$18.1 Million
Previous $16.4 Million
17.14%
% of portfolio
1.53%
Previous 1.38%
Shares
9 transactions
Others Institutions Holding DFEM
# of Institutions
347Shares Held
132MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$414 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$153 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$118 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$106 Million0.16% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$105 Million1.18% of portfolio