Switch Point Financial Planning, LLC Dimensional ETF Tr Transaction History
Switch Point Financial Planning, LLC
- $104 Billion
- Q4 2024
A detailed history of Switch Point Financial Planning, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 51,903 shares of DFAU stock, worth $2.17 Million. This represents 2.01% of its overall portfolio holdings.
Number of Shares
51,903Holding current value
$2.17 Million% of portfolio
2.01%Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
449Shares Held
2.18BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$82.8 Billion4.8% of portfolio
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Essential Planning, Llc. Portsmouth, NH77.8MShares$3.25 Billion21.06% of portfolio
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Sequoia Financial Advisors, LLC4.94MShares$207 Million1.73% of portfolio
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Parsec Financial Management, Inc.4.15MShares$173 Million5.04% of portfolio
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Modera Wealth Management, LLC3.64MShares$152 Million1.81% of portfolio