Switch Point Financial Planning, LLC Dimensional ETF Tr U S Equity Transaction History

Switch Point Financial Planning, LLC

  • $122 Billion
  • Q2 2025

A detailed history of Switch Point Financial Planning, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 22,154 shares of DFUS stock, worth $1.6 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares
22,154
Previous 21,558 2.76%
Holding current value
$1.6 Million
Previous $1.3 Billion 13.88%
% of portfolio
1.22%
Previous 1.24%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 01, 2025
BUY
$53.65 - $67.02 $31,975 - $39,943
596 Added 2.76%
22,154 $1.48 Billion
Q1 2025

Apr 29, 2025
SELL
$59.61 - $66.71 $231,406 - $258,968
-3,882 Reduced 15.26%
21,558 $1.3 Billion
Q4 2024

Feb 11, 2025
BUY
$61.52 - $66.5 $1.57 Million - $1.69 Million
25,440 New
25,440 $1.62 Billion

Others Institutions Holding DFUS

# of Institutions
802
Shares Held
197M
Call Options Held
3.8K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S EQUITY

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