PHILLIPS FINANCIAL MANAGEMENT, LLC – Dimensional US Core Equity Market ETF Transaction History
PHILLIPS FINANCIAL MANAGEMENT, LLC portfolio value:
$527,000
portfolio value
PHILLIPS FINANCIAL MANAGEMENT, LLC quarter portfolio value change:
-4.84%
quarter
Dimensional US Core Equity Market ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.29% | 61 shares | -26K | $25.15 | 20.96K |
| Q2 2022 | share | Increase | +2.13% | 436 shares | -92K | $26.43 | 20.90K |
| Q1 2022 | share | Increase | 0.00% | 20.46K shares | 645K | $31.52 | 20.46K |