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 51,903 shares of DFAU stock, worth $1.97 Million. This represents 1.89% of its overall portfolio holdings.
Number of Shares
51,903
Previous 51,903
-0.0%
Holding current value
$1.97 Million
Previous $2.1 Billion
5.06%
% of portfolio
1.89%
Previous 2.01%
Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
499Shares Held
130MCall Options Held
0Put Options Held
400-
Sequoia Financial Advisors, LLC5.63MShares$214 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$158 Million5.04% of portfolio
-
Aquire Wealth Advisors, LLC3.62MShares$137 Million45.35% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$134 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$134 Million1.87% of portfolio