Switch Point Financial Planning, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 8,660 shares of DFAR stock, worth $206,541. This represents 0.19% of its overall portfolio holdings.
Number of Shares
8,660Holding current value
$206,541% of portfolio
0.19%Shares
1 transactions
Others Institutions Holding DFAR
# of Institutions
239Shares Held
40.3MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC3.02MShares$72.1 Million4.72% of portfolio
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High Tower Advisors, LLC Chicago, IL2.34MShares$55.8 Million0.08% of portfolio
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Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.95MShares$46.5 Million11.11% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$40.1 Million3.61% of portfolio
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Bridgeworth, LLC Birmingham, AL1.33MShares$31.7 Million2.99% of portfolio