Switch Point Financial Planning, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 632,241 shares of DFIC stock, worth $19.6 Million. This represents 16.65% of its overall portfolio holdings.

Number of Shares
632,241
Previous 625,362 1.1%
Holding current value
$19.6 Million
Previous $16.2 Billion 8.63%
% of portfolio
16.65%
Previous 15.47%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
$25.54 - $28.79 $175,689 - $198,046
6,879 Added 1.1%
632,241 $17.6 Billion
Q4 2024

Feb 11, 2025
BUY
$25.61 - $28.0 $16 Million - $17.5 Million
625,362 New
625,362 $16.2 Billion

Others Institutions Holding DFIC

# of Institutions
494
Shares Held
292M
Call Options Held
6.6K
Put Options Held
3.9K
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIC Quotes by TradingView
  • Ticker DFIC
  • Sector ETFs
  • Industry ETFs
More about DFIC
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