Switch Point Financial Planning, LLC Dimensional ETF Tr Core Fxd In Transaction History
Switch Point Financial Planning, LLC
- $105 Billion
- Q1 2025
A detailed history of Switch Point Financial Planning, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 38,372 shares of DFCF stock, worth $1.61 Million. This represents 1.53% of its overall portfolio holdings.
Number of Shares
38,372
Previous 25,191
52.32%
Holding current value
$1.61 Million
Previous $1.04 Billion
55.24%
% of portfolio
1.53%
Previous 1.0%
Shares
2 transactions
Others Institutions Holding DFCF
# of Institutions
419Shares Held
109MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.1MShares$466 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$124 Million11.32% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$117 Million1.39% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$116 Million23.4% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.69MShares$113 Million1.41% of portfolio