Switch Point Financial Planning, LLC Dimensional ETF Tr U S Target 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 U S Target stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 92,475 shares of DFAT stock, worth $5.3 Million. This represents 4.93% of its overall portfolio holdings.
Number of Shares
92,475Holding current value
$5.3 Million% of portfolio
4.93%Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
715Shares Held
164MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$810 Million0.78% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$712 Million7.18% of portfolio
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Forum Financial Management, LP Lombard, IL8.78MShares$503 Million9.32% of portfolio
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Index Fund Advisors, Inc.7.2MShares$412 Million22.29% of portfolio
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Savant Capital, LLC5.13MShares$294 Million2.33% of portfolio