PHILLIPS FINANCIAL MANAGEMENT, LLC DFLV Holdings History
PHILLIPS FINANCIAL MANAGEMENT, LLC's Dimensional US Large Cap Value ETF Holding Summary
As of 2025-03-31, PHILLIPS FINANCIAL MANAGEMENT, LLC held 1.24 Mil shares of Dimensional US Large Cap Value ETF(DFLV), totaling $37.80 Mil. This investment constitutes 2.92% of their stock portfolio, and PHILLIPS FINANCIAL MANAGEMENT, LLC now holds 1.11% of the outstanding Dimensional US Large Cap Value ETF(DFLV) stock.
The initial trade took place in 2023Q1. And since then PHILLIPS FINANCIAL MANAGEMENT, LLC has made 9 purchases of DFLV, at an average price of $27.89, for a total of 1.24 Mil shares. Based on historical transaction data and DFLV's current price of $31.26, PHILLIPS FINANCIAL MANAGEMENT, LLC's estimated gain on his DFLV holdings is $4.17 Mil, reflecting a 12.10% gain to date.
PHILLIPS FINANCIAL MANAGEMENT, LLC DFLV ($31.26) Holding Chart
PHILLIPS FINANCIAL MANAGEMENT, LLC DFLV ($31.26) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
