PHILLIPS FINANCIAL MANAGEMENT, LLC DFAT Holdings History
PHILLIPS FINANCIAL MANAGEMENT, LLC's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-03-31, PHILLIPS FINANCIAL MANAGEMENT, LLC held 667,003.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $34.34 Mil. This investment constitutes 2.65% of their stock portfolio, and PHILLIPS FINANCIAL MANAGEMENT, LLC now holds 0.34% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2022Q1. And since then PHILLIPS FINANCIAL MANAGEMENT, LLC has made 13 purchases of DFAT, at an average price of $49.84, for a total of 667,003.00 shares. Based on historical transaction data and DFAT's current price of $55.35, PHILLIPS FINANCIAL MANAGEMENT, LLC's estimated gain on his DFAT holdings is $3.67 Mil, reflecting a 11.05% gain to date.
PHILLIPS FINANCIAL MANAGEMENT, LLC DFAT ($55.35) Holding Chart
PHILLIPS FINANCIAL MANAGEMENT, LLC DFAT ($55.35) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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