PHILLIPS FINANCIAL MANAGEMENT, LLC – Dimensional U.S. Core Equity 2 ETF Transaction History
PHILLIPS FINANCIAL MANAGEMENT, LLC portfolio value:
$14.56M
portfolio value
PHILLIPS FINANCIAL MANAGEMENT, LLC quarter portfolio value change:
-4.55%
quarter
Dimensional U.S. Core Equity 2 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +58.23% | 240.99K shares | 4.92M | $22.24 | 654.84K |
| Q2 2022 | share | Increase | +2135.21% | 395.33K shares | 9.13M | $23.3 | 413.84K |
| Q1 2022 | share | Increase | 0.00% | 18.51K shares | 511K | $27.58 | 18.51K |