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 35,751 shares of DISV stock, worth $1.07 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
35,751
Previous 26,134 36.8%
Holding current value
$1.07 Million
Previous $759,000 25.03%
% of portfolio
0.08%
Previous 0.06%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$26.18 - $28.77 $251,773 - $276,681
9,617 Added 36.8%
35,751 $949,000
Q3 2024

Nov 07, 2024
BUY
$26.06 - $29.18 $42,738 - $47,855
1,640 Added 6.7%
26,134 $759,000
Q2 2024

Aug 08, 2024
BUY
$26.23 - $28.56 $109,457 - $119,180
4,173 Added 20.54%
24,494 $659,000
Q1 2024

Apr 23, 2024
BUY
$24.73 - $27.24 $44,909 - $49,467
1,816 Added 9.81%
20,321 $552,000
Q4 2023

Jan 25, 2024
BUY
$22.43 - $25.87 $149,473 - $172,397
6,664 Added 56.28%
18,505 $477,000
Q3 2023

Nov 09, 2023
BUY
$23.27 - $25.13 $76,232 - $82,325
3,276 Added 38.25%
11,841 $281,000
Q2 2023

Aug 11, 2023
BUY
$23.01 - $24.6 $20,478 - $21,894
890 Added 11.6%
8,565 $202,000
Q1 2023

May 08, 2023
SELL
$22.4 - $24.75 $8,444 - $9,330
-377 Reduced 4.68%
7,675 $182,000
Q4 2022

Jan 24, 2023
BUY
$18.45 - $22.54 $17,029 - $20,804
923 Added 12.95%
8,052 $0
Q3 2022

Nov 08, 2022
BUY
$18.36 - $22.57 $130,888 - $160,901
7,129 New
7,129 $132,000

Others Institutions Holding DISV

# of Institutions
325
Shares Held
66.2M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DISV Quotes by TradingView
  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
Track This Portfolio

Track Phillips Financial Management, LLC Portfolio

Follow Phillips Financial Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Phillips Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Financial Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email