Switch Point Financial Planning, LLC Dimensional ETF Tr Short Durat 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 Short Durat stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 76,825 shares of DFSD stock, worth $3.62 Million. This represents 3.45% of its overall portfolio holdings.
Number of Shares
76,825Holding current value
$3.62 Million% of portfolio
3.45%Shares
1 transactions
Others Institutions Holding DFSD
# of Institutions
303Shares Held
61.2MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$197 Million1.31% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$122 Million11.2% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
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Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98 Million1.09% of portfolio