Switch Point Financial Planning, LLC Dimensional ETF Tr Transaction History

Switch Point Financial Planning, LLC

  • $122 Billion
  • Q2 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 54,835 shares of DFAE stock, worth $1.73 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares
54,835
Previous 14,290 283.73%
Holding current value
$1.73 Million
Previous $370 Million 329.08%
% of portfolio
1.3%
Previous 0.35%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 01, 2025
BUY
$22.87 - $28.95 $927,264 - $1.17 Million
40,545 Added 283.73%
54,835 $1.59 Billion
Q4 2024

Feb 11, 2025
BUY
$25.36 - $28.15 $362,394 - $402,263
14,290 New
14,290 $363 Million

Others Institutions Holding DFAE

# of Institutions
603
Shares Held
174M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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