PHILLIPS FINANCIAL MANAGEMENT, LLC DUSB Holdings History
PHILLIPS FINANCIAL MANAGEMENT, LLC's Dimensional Ultrashort Fixed Income ETF Holding Summary
As of 2025-03-31, PHILLIPS FINANCIAL MANAGEMENT, LLC held 294,688.00 shares of Dimensional Ultrashort Fixed Income ETF(DUSB), totaling $14.95 Mil. This investment constitutes 1.16% of their stock portfolio, and PHILLIPS FINANCIAL MANAGEMENT, LLC now holds 1.26% of the outstanding Dimensional Ultrashort Fixed Income ETF(DUSB) stock.
The initial trade took place in 2024Q1. And since then PHILLIPS FINANCIAL MANAGEMENT, LLC has made 5 purchases of DUSB, at an average price of $50.65, for a total of 294,688.00 shares. Based on historical transaction data and DUSB's current price of $50.85, PHILLIPS FINANCIAL MANAGEMENT, LLC's estimated gain on his DUSB holdings is $59,243.08, reflecting a 0.40% gain to date.
PHILLIPS FINANCIAL MANAGEMENT, LLC DUSB ($50.85) Holding Chart
PHILLIPS FINANCIAL MANAGEMENT, LLC DUSB ($50.85) 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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