PHILLIPS FINANCIAL MANAGEMENT, LLC – Dimensional U.S. Targeted Value ETF Transaction History
PHILLIPS FINANCIAL MANAGEMENT, LLC portfolio value:
$4.73M
portfolio value
PHILLIPS FINANCIAL MANAGEMENT, LLC quarter portfolio value change:
-3.11%
quarter
Dimensional U.S. Targeted Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +32.97% | 30.09K shares | 1.05M | $38.97 | 121.38K |
| Q2 2022 | share | Increase | +16.38% | 12.85K shares | 18K | $40.22 | 91.28K |
| Q1 2022 | share | Increase | 0.00% | 78.43K shares | 3.65M | $46.58 | 78.43K |