Switch Point Financial Planning, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 117,940 shares of DFAX stock, worth $3.06 Million. This represents 2.81% of its overall portfolio holdings.

Number of Shares
117,940
Holding current value
$3.06 Million
% of portfolio
2.81%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$24.76 - $27.04 $2.92 Million - $3.19 Million
117,940 New
117,940 $2.93 Billion

Others Institutions Holding DFAX

# of Institutions
542
Shares Held
239M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
Track This Portfolio

Track Switch Point Financial Planning, LLC Portfolio

Follow Switch Point Financial Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Switch Point Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Switch Point Financial Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email