Switch Point Financial Planning, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 59,893 shares of DFIV stock, worth $2.28 Million. This represents 2.03% of its overall portfolio holdings.
Number of Shares
59,893Holding current value
$2.28 Million% of portfolio
2.03%Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
595Shares Held
204MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$738 Million1.62% of portfolio
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Envestnet Asset Management Inc18.9MShares$721 Million0.24% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$425 Million4.47% of portfolio
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Savant Capital, LLC8.28MShares$315 Million2.39% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$267 Million0.17% of portfolio