Switch Point Financial Planning, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 641,665 shares of DFIC stock, worth $21 Million. This represents 16.35% of its overall portfolio holdings.

Number of Shares
641,665
Previous 632,241 1.49%
Holding current value
$21 Million
Previous $17.6 Billion 13.62%
% of portfolio
16.35%
Previous 16.65%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 01, 2025
BUY
$24.94 - $31.15 $235,034 - $293,557
9,424 Added 1.49%
641,665 $19.9 Billion
Q1 2025

Apr 29, 2025
BUY
$25.54 - $28.79 $175,689 - $198,046
6,879 Added 1.1%
632,241 $17.6 Billion
Q4 2024

Feb 11, 2025
BUY
$25.61 - $28.0 $16 Million - $17.5 Million
625,362 New
625,362 $16.2 Billion

Others Institutions Holding DFIC

# of Institutions
513
Shares Held
297M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIC Quotes by TradingView
  • Ticker DFIC
  • Sector ETFs
  • Industry ETFs
More about DFIC
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