Switch Point Financial Planning, LLC Dimensional ETF Tr Us Marketwi 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 Us Marketwi stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 108,690 shares of DFUV stock, worth $4.5 Million. This represents 4.25% of its overall portfolio holdings.

Number of Shares
108,690
Previous 108,489 0.19%
Holding current value
$4.5 Million
Previous $4.44 Billion 0.89%
% of portfolio
4.25%
Previous 4.25%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
$39.96 - $43.3 $8,031 - $8,703
201 Added 0.19%
108,690 $4.48 Billion
Q4 2024

Feb 11, 2025
BUY
$40.38 - $44.35 $4.38 Million - $4.81 Million
108,489 New
108,489 $4.44 Billion

Others Institutions Holding DFUV

# of Institutions
731
Shares Held
274M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR US MARKETWI

DFUV Quotes by TradingView
  • Ticker DFUV
  • Sector ETFs
  • Industry ETFs
More about DFUV
Track This Portfolio

Track Switch Point Financial Planning, LLC Portfolio

Follow Switch Point Financial Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Switch Point Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Switch Point Financial Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email