PHILLIPS FINANCIAL MANAGEMENT, LLC – Dimensional U.S. Small Cap ETF Transaction History
PHILLIPS FINANCIAL MANAGEMENT, LLC portfolio value:
$822,000
portfolio value
PHILLIPS FINANCIAL MANAGEMENT, LLC quarter portfolio value change:
-3.08%
quarter
Dimensional U.S. Small Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +5.12% | 860 shares | 16K | $46.52 | 17.65K |
| Q2 2022 | share | Increase | +0.26% | 43 shares | -133K | $48 | 16.79K |
| Q1 2022 | share | Increase | 0.00% | 16.75K shares | 939K | $56.06 | 16.75K |