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 $32,759. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,216
Previous 1,216
-0.0%
Holding current value
$32,759
Previous $33,000
9.09%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding DIHP
# of Institutions
248Shares Held
130MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc23.9MShares$644 Million0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.3MShares$601 Million1.39% of portfolio
-
Savant Capital, LLC15.5MShares$417 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$174 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6.22MShares$168 Million3.11% of portfolio