Switch Point Financial Planning, LLC Dimensional ETF Tr Transaction History

Switch Point Financial Planning, LLC

  • $138 Billion
  • Q3 2025

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 60,971 shares of DFIV stock, worth $2.92 Million. This represents 2.04% of its overall portfolio holdings.

Number of Shares
60,971
Previous 60,782 0.31%
Holding current value
$2.92 Million
Previous $2.6 Billion 8.02%
% of portfolio
2.04%
Previous 2.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$42.66 - $46.53 $8,062 - $8,794
189 Added 0.31%
60,971 $2.81 Billion
Q2 2025

Aug 01, 2025
BUY
$34.67 - $43.21 $25,655 - $31,975
740 Added 1.23%
60,782 $2.6 Billion
Q1 2025

Apr 29, 2025
BUY
$35.33 - $40.77 $5,264 - $6,074
149 Added 0.25%
60,042 $2.36 Billion
Q4 2024

Feb 11, 2025
BUY
$34.86 - $37.97 $2.09 Million - $2.27 Million
59,893 New
59,893 $2.12 Billion

Others Institutions Holding DFIV

# of Institutions
792
Shares Held
258M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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