Phillips Financial Management, LLC DIMENSIONAL ETF TRUST Transaction History

Phillips Financial Management, LLC

  • $1.45 Billion
  • Q3 2025
Number of Shares
4,182
Previous 6,555 36.2%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
SELL
N/A
-2,373 Reduced 36.2%
4,182 $0
Q2 2025

Jul 30, 2025
SELL
N/A
-513 Reduced 7.26%
6,555 $0
Q1 2025

Apr 30, 2025
BUY
N/A
94 Added 1.35%
7,068 $0
Q4 2024

Feb 10, 2025
BUY
N/A
3,695 Added 112.69%
6,974 $0
Q3 2024

Nov 07, 2024
SELL
N/A
-327 Reduced 9.07%
3,279 $0
Q2 2024

Aug 08, 2024
BUY
N/A
1 Added 0.03%
3,606 $0
Q1 2024

Apr 23, 2024
BUY
N/A
1,935 Added 115.87%
3,605 $0
Q4 2023

Jan 25, 2024
BUY
N/A
666 Added 66.33%
1,670 $0
Q3 2023

Nov 09, 2023
BUY
N/A
1,004 New
1,004 $0
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