Phillips Financial Management, LLC Dimensional ETF Tr Emerging Mk Transaction History

Phillips Financial Management, LLC

$1.22 Billion
Q4 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 4,979 shares of DFEV stock, worth $132,292. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,979

Previous 4,961 0.36%

Holding current value

$132,292

Previous $141,000 7.8%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$26.16 - $29.13 $470 - $524	18 Added 0.36%	4,979 $130,000
Q3 2024 Nov 07, 2024	BUY	$25.73 - $28.81 $19,400 - $21,722	754 Added 17.92%	4,961 $141,000
Q2 2024 Aug 08, 2024	BUY	$25.39 - $27.96 $17,138 - $18,873	675 Added 19.11%	4,207 $115,000
Q1 2024 Apr 23, 2024	BUY	$23.76 - $25.97 $29,082 - $31,787	1,224 Added 53.03%	3,532 $91,000
Q4 2023 Jan 25, 2024	BUY	$22.6 - $25.2 $293 - $327	13 Added 0.57%	2,308 $58,000
Q3 2023 Nov 09, 2023	BUY	$23.53 - $25.86 $39,412 - $43,315	1,675 Added 270.16%	2,295 $54,000
Q2 2023 Aug 11, 2023	BUY	$23.36 - $25.06 $116 - $125	5 Added 0.81%	620 $15,000
Q1 2023 May 08, 2023	BUY	$22.4 - $24.52 $13,776 - $15,079	615 New	615 $14,000

Others Institutions Holding DFEV

# of Institutions

172

Shares Held

20.9M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR EMERGING MK

Ticker DFEV
Sector ETFs
Industry ETFs

More about DFEV

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Phillips Financial Management, LLC Dimensional ETF Tr Emerging Mk Transaction History