Switch Point Financial Planning, LLC Dimensional ETF Tr U S Small C Transaction History
Switch Point Financial Planning, LLC
- $122 Billion
- Q2 2025
A detailed history of Switch Point Financial Planning, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 28,004 shares of DFAS stock, worth $1.91 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
28,004
Previous 28,004
-0.0%
Holding current value
$1.91 Million
Previous $1.67 Billion
6.63%
% of portfolio
1.46%
Previous 1.59%
Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
869Shares Held
133MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS20.2MShares$1.38 Billion1.11% of portfolio
-
Northern Trust Corp Chicago, IL7.85MShares$537 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.22MShares$425 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$400 Million20.21% of portfolio
-
Pure Financial Advisors, LLC2.95MShares$201 Million3.33% of portfolio