Switch Point Financial Planning, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 7,453 shares of DISV stock, worth $224,931. This represents 0.21% of its overall portfolio holdings.
Number of Shares
7,453Holding current value
$224,931% of portfolio
0.21%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
330Shares Held
67.4MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$268 Million10.25% of portfolio
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Forum Financial Management, LP Lombard, IL6.39MShares$193 Million3.36% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$95.1 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.23MShares$67.3 Million1.08% of portfolio
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Ritholtz Wealth Management1.65MShares$49.7 Million1.46% of portfolio