PHILLIPS FINANCIAL MANAGEMENT, LLC DFIC Holdings History
PHILLIPS FINANCIAL MANAGEMENT, LLC's Dimensional International Core Equity 2 ETF Holding Summary
As of 2025-03-31, PHILLIPS FINANCIAL MANAGEMENT, LLC held 2.51 Mil shares of Dimensional International Core Equity 2 ETF(DFIC), totaling $69.57 Mil. This investment constitutes 5.38% of their stock portfolio, and PHILLIPS FINANCIAL MANAGEMENT, LLC now holds 0.83% of the outstanding Dimensional International Core Equity 2 ETF(DFIC) stock.
The initial trade took place in 2022Q3. And since then PHILLIPS FINANCIAL MANAGEMENT, LLC has made 11 purchases of DFIC, at an average price of $25.18, for a total of 2.51 Mil shares. Based on historical transaction data and DFIC's current price of $30.89, PHILLIPS FINANCIAL MANAGEMENT, LLC's estimated gain on his DFIC holdings is $14.29 Mil, reflecting a 22.66% gain to date.
PHILLIPS FINANCIAL MANAGEMENT, LLC DFIC ($30.89) Holding Chart
PHILLIPS FINANCIAL MANAGEMENT, LLC DFIC ($30.89) 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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