Switch Point Financial Planning, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 625,362 shares of DFIC stock, worth $17.1 Million. This represents 15.47% of its overall portfolio holdings.
Number of Shares
625,362Holding current value
$17.1 Million% of portfolio
15.47%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
410Shares Held
2.27BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$55.2 Billion3.13% of portfolio
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Envestnet Asset Management Inc27MShares$737 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO25.7MShares$703 Million1.59% of portfolio
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Forum Financial Management, LP Lombard, IL15.8MShares$431 Million8.47% of portfolio
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Evensky & Katz LLC5.9MShares$161 Million10.81% of portfolio