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 70,004 shares of DFAI stock, worth $2.54 Million. This represents 1.98% of its overall portfolio holdings.

Number of Shares
70,004
Previous 39,117 78.96%
Holding current value
$2.54 Million
Previous $1.22 Billion 98.1%
% of portfolio
1.98%
Previous 1.16%

Shares

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

Aug 01, 2025
BUY
$28.02 - $34.71 $865,453 - $1.07 Million
30,887 Added 78.96%
70,004 $2.42 Billion
Q1 2025

Apr 29, 2025
SELL
$28.88 - $32.4 $15,768 - $17,690
-546 Reduced 1.38%
39,117 $1.22 Billion
Q4 2024

Feb 11, 2025
BUY
$29.0 - $31.6 $1.15 Million - $1.25 Million
39,663 New
39,663 $1.16 Billion

Others Institutions Holding DFAI

# of Institutions
681
Shares Held
255M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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