Switch Point Financial Planning, LLC Dimensional ETF Tr Transaction History
Switch Point Financial Planning, LLC
- $104 Billion
- Q4 2024
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 $372,254. This represents 0.35% of its overall portfolio holdings.
Number of Shares
14,290Holding current value
$372,254% of portfolio
0.35%Shares
1 transactions
Others Institutions Holding DFAE
# of Institutions
513Shares Held
167MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH15.5MShares$405 Million2.64% of portfolio
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Retirement Systems Of Alabama12.7MShares$330 Million1.22% of portfolio
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Mather Group, Llc. Chicago, IL8.94MShares$233 Million2.96% of portfolio
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Ubs Group Ag5.26MShares$137 Million0.03% of portfolio
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Bank Of America Corp Charlotte, NC4.54MShares$118 Million0.01% of portfolio