Phillips Financial Management, LLC Dimensional ETF Tr Dimensional Transaction History
Phillips Financial Management, LLC
- $1.22 Billion
- Q4 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 1,216 shares of DIHP stock, worth $33,792. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,216
Previous 1,216
-0.0%
Holding current value
$33,792
Previous $33,000
9.09%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding DIHP
# of Institutions
247Shares Held
127MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc23.9MShares$665 Million0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.3MShares$620 Million1.39% of portfolio
-
Savant Capital, LLC15.5MShares$430 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC6.34MShares$176 Million10.75% of portfolio
-
Forum Financial Management, LP Lombard, IL6.22MShares$173 Million3.11% of portfolio