Switch Point Financial Planning, LLC Dimensional ETF Tr Emerging Mk 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 Emerging Mk stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 253,579 shares of DFEM stock, worth $7.27 Million. This represents 6.36% of its overall portfolio holdings.
Number of Shares
253,579
Previous 251,745
0.73%
Holding current value
$7.27 Million
Previous $6.59 Billion
1.77%
% of portfolio
6.36%
Previous 6.31%
Shares
2 transactions
Others Institutions Holding DFEM
# of Institutions
443Shares Held
160MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.6MShares$475 Million8.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.49MShares$186 Million0.29% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.11MShares$175 Million2.63% of portfolio
-
Truepoint, Inc.4.91MShares$141 Million3.62% of portfolio
-
High Tower Advisors, LLC Chicago, IL4.48MShares$128 Million0.17% of portfolio