Switch Point Financial Planning, LLC Dimensional ETF Tr U S Target Transaction History

Switch Point Financial Planning, LLC

  • $138 Billion
  • Q3 2025

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 92,697 shares of DFAT stock, worth $5.28 Million. This represents 3.91% of its overall portfolio holdings.

Number of Shares
92,697
Previous 92,510 0.2%
Holding current value
$5.28 Million
Previous $4.99 Billion 8.09%
% of portfolio
3.91%
Previous 4.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$53.36 - $59.69 $9,978 - $11,162
187 Added 0.2%
92,697 $5.4 Billion
Q2 2025

Aug 01, 2025
SELL
$44.8 - $53.97 $3,897 - $4,695
-87 Reduced 0.09%
92,510 $4.99 Billion
Q1 2025

Apr 29, 2025
BUY
$50.44 - $58.1 $6,153 - $7,088
122 Added 0.13%
92,597 $4.77 Billion
Q4 2024

Feb 11, 2025
BUY
$54.54 - $61.04 $5.04 Million - $5.64 Million
92,475 New
92,475 $5.15 Billion

Others Institutions Holding DFAT

# of Institutions
807
Shares Held
169M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S TARGET

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