PHILLIPS FINANCIAL MANAGEMENT, LLC
Position in DFLV — Dimensional US Large Cap Value ETF
CIK 1350660
FORT WAYNE, IN
All Filings in DFLV
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 DFLV | $50,420,913 | 1,411,955 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 DFLV | $50,112,381 | 1,464,846 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 DFLV | $46,338,597 | 1,408,468 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 DFLV | $40,789,749 | 1,314,950 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 DFLV | $37,803,809 | 1,236,631 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 DFLV | $34,188,974 | 1,138,494 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 DFLV | $26,812,587 | 870,256 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 DFLV | $22,038,179 | 762,303 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 DFLV | $19,617,778 | 654,144 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 DFLV | $14,422,519 | 533,180 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 DFLV | $10,595,110 | 427,050 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 DFLV | $6,503,212 | 256,032 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 DFLV | $225,789 | 9,190 | Shares | Sole | 2023-05-08 | |
| No filing history on record for this holder in this stock. | ||||||