Switch Point Financial Planning, LLC Dimensional ETF Tr Emerging Mk 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 Emerging Mk stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 13,697 shares of DFEV stock, worth $367,490. This represents 0.35% of its overall portfolio holdings.
Number of Shares
13,697
Previous 13,697
-0.0%
Holding current value
$367,490
Previous $359 Million
3.21%
% of portfolio
0.35%
Previous 0.34%
Shares
1 transactions
Others Institutions Holding DFEV
# of Institutions
192Shares Held
22.2MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.53MShares$67.7 Million5.65% of portfolio
-
Ritholtz Wealth Management1.01MShares$27.1 Million0.83% of portfolio
-
High Tower Advisors, LLC Chicago, IL916KShares$24.6 Million0.03% of portfolio
-
True Wealth Design, LLC Akron, OH808KShares$21.7 Million8.21% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL770KShares$20.6 Million0.01% of portfolio