PHILLIPS FINANCIAL MANAGEMENT, LLC DFSD Holdings History
PHILLIPS FINANCIAL MANAGEMENT, LLC's Dimensional Short-Duration Fixed Income ETF Holding Summary
As of 2025-03-31, PHILLIPS FINANCIAL MANAGEMENT, LLC held 1.32 Mil shares of Dimensional Short-Duration Fixed Income ETF(DFSD), totaling $62.66 Mil. This investment constitutes 4.84% of their stock portfolio, and PHILLIPS FINANCIAL MANAGEMENT, LLC now holds 1.4% of the outstanding Dimensional Short-Duration Fixed Income ETF(DFSD) stock.
The initial trade took place in 2022Q1. And since then PHILLIPS FINANCIAL MANAGEMENT, LLC has made 13 purchases of DFSD, at an average price of $47.11, for a total of 1.32 Mil shares. Based on historical transaction data and DFSD's current price of $48.01, PHILLIPS FINANCIAL MANAGEMENT, LLC's estimated gain on his DFSD holdings is $1.19 Mil, reflecting a 1.91% gain to date.
PHILLIPS FINANCIAL MANAGEMENT, LLC DFSD ($48.01) Holding Chart
PHILLIPS FINANCIAL MANAGEMENT, LLC DFSD ($48.01) 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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