Switch Point Financial Planning, LLC Dimensional ETF Tr Emerging Mk 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 Emerging Mk stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 251,745 shares of DFEM stock, worth $6.71 Million. This represents 6.31% of its overall portfolio holdings.
Number of Shares
251,745Holding current value
$6.71 Million% of portfolio
6.31%Shares
1 transactions
Others Institutions Holding DFEM
# of Institutions
396Shares Held
1.16BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.02BShares$27.1 Billion1.6% of portfolio
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Forum Financial Management, LP Lombard, IL15.6MShares$415 Million8.36% of portfolio
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Ci Private Wealth, LLC Miami, FL5.92MShares$158 Million0.24% of portfolio
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Truepoint, Inc.4.75MShares$126 Million3.4% of portfolio
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High Tower Advisors, LLC Chicago, IL4.16MShares$111 Million0.15% of portfolio