Switch Point Financial Planning, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 14,290 shares of DFAE stock, worth $400,120. This represents 0.35% of its overall portfolio holdings.
Number of Shares
14,290
Previous 14,290
-0.0%
Holding current value
$400,120
Previous $363 Million
2.05%
% of portfolio
0.35%
Previous 0.35%
Shares
1 transactions
Others Institutions Holding DFAE
# of Institutions
566Shares Held
162MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$355 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.6MShares$298 Million3.21% of portfolio
-
Ubs Group Ag6.14MShares$172 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.73MShares$132 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS3.76MShares$105 Million0.17% of portfolio