Switch Point Financial Planning, LLC Dimensional ETF Tr Core Fxd In 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 Core Fxd In stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 40,313 shares of DFCF stock, worth $1.72 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares

40,313

Previous 39,870 1.11%

Holding current value

$1.72 Million

Previous $1.68 Billion 2.31%

% of portfolio

1.25%

Previous 1.38%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$41.8 - $43.15 $18,517 - $19,115	443 Added 1.11%	40,313 $1.72 Billion
Q2 2025 Aug 01, 2025	BUY	$41.1 - $42.37 $61,567 - $63,470	1,498 Added 3.9%	39,870 $1.68 Billion
Q1 2025 Apr 29, 2025	BUY	$40.79 - $42.32 $537,652 - $557,819	13,181 Added 52.32%	38,372 $1.61 Billion
Q4 2024 Feb 11, 2025	BUY	$41.17 - $43.34 $1.04 Million - $1.09 Million	25,191 New	25,191 $1.04 Billion

Others Institutions Holding DFCF

# of Institutions

442

Shares Held

138M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
Sector ETFs
Industry ETFs

More about DFCF

Track This Portfolio

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.

Account

Switch Point Financial Planning, LLC Dimensional ETF Tr Core Fxd In Transaction History