PHILLIPS FINANCIAL MANAGEMENT, LLC DFAS Holdings History
PHILLIPS FINANCIAL MANAGEMENT, LLC's Dimensional U.S. Small Cap ETF Holding Summary
As of 2025-03-31, PHILLIPS FINANCIAL MANAGEMENT, LLC held 374,665.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $22.39 Mil. This investment constitutes 1.73% of their stock portfolio, and PHILLIPS FINANCIAL MANAGEMENT, LLC now holds 0.24% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.
The initial trade took place in 2022Q1. And since then PHILLIPS FINANCIAL MANAGEMENT, LLC has made 13 purchases of DFAS, at an average price of $60.43, for a total of 374,665.00 shares. Based on historical transaction data and DFAS's current price of $65.69, PHILLIPS FINANCIAL MANAGEMENT, LLC's estimated gain on his DFAS holdings is $1.97 Mil, reflecting a 8.71% gain to date.
PHILLIPS FINANCIAL MANAGEMENT, LLC DFAS ($65.69) Holding Chart
PHILLIPS FINANCIAL MANAGEMENT, LLC DFAS ($65.69) 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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