PHILLIPS FINANCIAL MANAGEMENT, LLC – Dimensional US Real Estate ETF Transaction History
PHILLIPS FINANCIAL MANAGEMENT, LLC portfolio value:
$1.84M
portfolio value
PHILLIPS FINANCIAL MANAGEMENT, LLC quarter portfolio value change:
-11.03%
quarter
Dimensional US Real Estate ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +168.60% | 56.26K shares | 1.07M | $20.56 | 89.63K |
| Q2 2022 | share | Increase | 0.00% | 33.37K shares | 771K | $23.11 | 33.37K |