Switch Point Financial Planning, LLC Dimensional ETF Tr Emerging Mk 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 Emerging Mk stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 232,004 shares of DFEM stock, worth $7.51 Million. This represents 5.64% of its overall portfolio holdings.
Number of Shares
232,004
Previous 253,579
8.51%
Holding current value
$7.51 Million
Previous $6.71 Billion
2.63%
% of portfolio
5.64%
Previous 6.36%
Shares
3 transactions
Others Institutions Holding DFEM
# of Institutions
482Shares Held
165MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL17.2MShares$558 Million8.59% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.58MShares$213 Million0.29% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.01MShares$195 Million2.54% of portfolio
-
Truepoint, Inc.4.49MShares$146 Million3.41% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$128 Million1.18% of portfolio