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 39,117 shares of DFAI stock, worth $1.27 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares
39,117
Previous 39,663 1.38%
Holding current value
$1.27 Million
Previous $1.16 Billion 5.48%
% of portfolio
1.16%
Previous 1.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
630
Shares Held
205M
Call Options Held
3.7K
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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