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Dimensional Etf Trust shares owned by Phillips Financial Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAT) shares owned by Phillips Financial Management from 13F filings

Historical chart of Phillips Financial Management investment in Dimensional Etf Trust

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All positions including Dimensional Etf Trust held by Phillips Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $21M 380k 54.43
2023-12-31 $19M 358k 52.33
2023-09-30 $16M 339k 45.69
2023-06-30 $14M 311k 46.39
2023-03-31 $11M 255k 44.50
2022-12-31 $9.5M 217k 43.95
2022-09-30 $4.7M 121k 38.97
2022-06-30 $3.7M 91k 40.21
2022-03-31 $3.7M 78k 46.57

More positions owned by Phillips Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr U S Equity Factr (LRGF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)

View all positions for Phillips Financial Management

Top funds holding Dimensional Etf Trust

Creative Planning
Buckingham Asset Management
Forum Financial Management
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Mercer Global Advisors
CI Private Wealth
Buckingham Strategic Partners
Jackson Thornton Asset Management
Wealth Enhancement Advisory Services
Pure Financial Advisors
HighTower Advisors
Asset Dedication
Trust Co of the South
Plan
Truepoint

View all funds holding Dimensional Etf Trust