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Dimensional Etf Trust shares owned by Phillips Financial Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) 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 $5.5M 149k 36.75
2023-12-31 $5.1M 148k 34.36
2023-09-30 $4.4M 135k 32.62
2023-06-30 $4.3M 131k 32.85
2023-03-31 $4.3M 132k 32.23
2022-12-31 $4.0M 133k 30.40
2022-09-30 $3.7M 143k 25.76
2022-06-30 $4.0M 139k 28.89
2022-03-31 $2.8M 84k 33.48

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

Buckingham Asset Management
Mercer Global Advisors
Savant Capital Management
Pnc Financial Services
Jane Street
Modera Wealth Management
Creative Planning
Plan
Resource Consulting Group
CI Private Wealth
Buckingham Strategic Partners
Wealth Enhancement Advisory Services
HPM Partners
Foster Group
Team Hewins

View all funds holding Dimensional Etf Trust