Phillips Financial Management, LLC Dimensional ETF Tr Emerging Mk Transaction History
Phillips Financial Management, LLC
- $1.45 Billion
- Q3 2025
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 6,395 shares of DFEV stock, worth $215,255. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,395
Previous 5,534
15.56%
Holding current value
$215,255
Previous $165,000
23.03%
% of portfolio
0.01%
Previous 0.01%
Shares
11 transactions
Others Institutions Holding DFEV
# of Institutions
239Shares Held
26.8MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.6MShares$87.4 Million5.7% of portfolio
-
Ritholtz Wealth Management1.3MShares$43.9 Million0.82% of portfolio
-
Jones Financial Companies Lllp1.28MShares$43.2 Million0.03% of portfolio
-
High Tower Advisors, LLC Chicago, IL939KShares$31.6 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL903KShares$30.4 Million0.01% of portfolio