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 72,101 shares of DFAU stock, worth $3.3 Million. This represents 2.5% of its overall portfolio holdings.

Number of Shares
72,101
Previous 51,903 38.91%
Holding current value
$3.3 Million
Previous $2 Billion 53.08%
% of portfolio
2.5%
Previous 1.89%

Shares

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

Aug 01, 2025
BUY
$34.04 - $42.36 $687,539 - $855,587
20,198 Added 38.91%
72,101 $3.05 Billion
Q4 2024

Feb 11, 2025
BUY
$39.27 - $42.38 $2.04 Million - $2.2 Million
51,903 New
51,903 $2.1 Billion

Others Institutions Holding DFAU

# of Institutions
531
Shares Held
139M
Call Options Held
58.3K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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