Switch Point Financial Planning, LLC Dimensional ETF Tr U S Core Eq 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 U S Core Eq stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 703,019 shares of DFAC stock, worth $27.2 Million. This represents 19.64% of its overall portfolio holdings.

Number of Shares
703,019
Previous 660,441 6.45%
Holding current value
$27.2 Million
Previous $23.7 Billion 14.56%
% of portfolio
19.64%
Previous 19.4%

Shares

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

Nov 13, 2025
BUY
$36.04 - $38.78 $1.53 Million - $1.65 Million
42,578 Added 6.45%
703,019 $27.1 Billion
Q2 2025

Aug 01, 2025
SELL
$29.12 - $35.84 $529,576 - $651,786
-18,186 Reduced 2.68%
660,441 $23.7 Billion
Q1 2025

Apr 29, 2025
SELL
$32.42 - $36.13 $643,504 - $717,144
-19,849 Reduced 2.84%
678,627 $22.4 Billion
Q4 2024

Feb 11, 2025
BUY
$33.92 - $36.6 $23.7 Million - $25.6 Million
698,476 New
698,476 $24.2 Billion

Others Institutions Holding DFAC

# of Institutions
1,175
Shares Held
810M
Call Options Held
10.4K
Put Options Held
20.1K
View Full List

About DIMENSIONAL ETF TR U S CORE EQ

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