Switch Point Financial Planning, LLC Dimensional ETF Tr U S Core Eq 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 U S Core Eq stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 678,627 shares of DFAC stock, worth $23.5 Million. This represents 21.24% of its overall portfolio holdings.

Number of Shares
678,627
Previous 698,476 2.84%
Holding current value
$23.5 Million
Previous $24.2 Billion 7.34%
% of portfolio
21.24%
Previous 23.13%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,092
Shares Held
814M
Call Options Held
46.6K
Put Options Held
600
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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