PHILLIPS FINANCIAL MANAGEMENT, LLC
Position in DFSD — Dimensional Short-Duration Fixed Income ETF
CIK 1350660
FORT WAYNE, IN
All Filings in DFSD
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2023-12-31 DFSD | $23,902,140 | 508,448 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 DFSD | $20,087,224 | 433,101 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 DFSD | $17,187,182 | 370,813 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 DFSD | $14,059,171 | 301,311 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 DFSD | $13,503,632 | 292,984 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 DFSD | $12,175,602 | 264,687 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 DFSD | $11,449,127 | 244,222 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 DFSD | $975,950 | 20,379 | Shares | Sole | 2022-05-06 | |
| No filing history on record for this holder in this stock. | ||||||