PHILLIPS FINANCIAL MANAGEMENT, LLC DFCF Holdings History
PHILLIPS FINANCIAL MANAGEMENT, LLC's Dimensional Core Fixed Income ETF Holding Summary
As of 2025-03-31, PHILLIPS FINANCIAL MANAGEMENT, LLC held 1.91 Mil shares of Dimensional Core Fixed Income ETF(DFCF), totaling $80.48 Mil. This investment constitutes 6.22% of their stock portfolio, and PHILLIPS FINANCIAL MANAGEMENT, LLC now holds 1.21% of the outstanding Dimensional Core Fixed Income ETF(DFCF) stock.
The initial trade took place in 2022Q1. And since then PHILLIPS FINANCIAL MANAGEMENT, LLC has made 13 purchases of DFCF, at an average price of $42.06, for a total of 1.91 Mil shares. Based on historical transaction data and DFCF's current price of $41.99, PHILLIPS FINANCIAL MANAGEMENT, LLC's estimated gain on his DFCF holdings is $-136,982.71, reflecting a -0.17% gain to date.
PHILLIPS FINANCIAL MANAGEMENT, LLC DFCF ($41.99) Holding Chart
PHILLIPS FINANCIAL MANAGEMENT, LLC DFCF ($41.99) 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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