Switch Point Financial Planning, LLC Dimensional ETF Tr Short Durat Transaction History

Switch Point Financial Planning, LLC

  • $138 Billion
  • Q3 2025

A detailed history of Switch Point Financial Planning, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 83,142 shares of DFSD stock, worth $4.01 Million. This represents 2.9% of its overall portfolio holdings.

Number of Shares
83,142
Previous 78,049 6.53%
Holding current value
$4.01 Million
Previous $3.75 Billion 6.92%
% of portfolio
2.9%
Previous 3.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$47.86 - $48.43 $243,750 - $246,653
5,093 Added 6.53%
83,142 $4.01 Billion
Q2 2025

Aug 01, 2025
BUY
$47.09 - $48.01 $86,692 - $88,386
1,841 Added 2.42%
78,049 $3.75 Billion
Q1 2025

Apr 29, 2025
SELL
$46.74 - $47.55 $28,838 - $29,338
-617 Reduced 0.8%
76,208 $3.62 Billion
Q4 2024

Feb 11, 2025
BUY
$46.75 - $47.8 $3.59 Million - $3.67 Million
76,825 New
76,825 $3.6 Billion

Others Institutions Holding DFSD

# of Institutions
388
Shares Held
84.7M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

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