PHILLIPS FINANCIAL MANAGEMENT, LLC
Position in DFIP — Dimensional Inflation-Protected Securities Portfolio ETF
CIK 1350660
FORT WAYNE, IN
All Filings in DFIP
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 DFIP | $108,513 | 2,601 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 DFIP | $108,084 | 2,601 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 DFIP | $109,840 | 2,601 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 DFIP | $108,747 | 2,601 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 DFIP | $109,530 | 2,601 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 DFIP | $106,572 | 2,632 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 DFIP | $145,147 | 3,433 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 DFIP | $274,737 | 6,728 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 DFIP | $277,530 | 6,728 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 DFIP | $277,731 | 6,728 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 DFIP | $309,649 | 7,786 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 DFIP | $184,242 | 4,460 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 DFIP | $191,012 | 4,460 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 DFIP | $183,573 | 4,460 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 DFIP | $181,299 | 4,460 | Shares | Sole | 2022-11-08 | |
| No filing history on record for this holder in this stock. | ||||||