Switch Point Financial Planning, LLC Dimensional ETF Tr U S Equity 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 U S Equity stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 25,440 shares of DFUS stock, worth $1.68 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
25,440Holding current value
$1.68 Million% of portfolio
1.55%Shares
1 transactions
Others Institutions Holding DFUS
# of Institutions
703Shares Held
162MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.74 Billion2.38% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$525 Million5.21% of portfolio
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Index Fund Advisors, Inc.5.8MShares$383 Million20.61% of portfolio
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Plancorp, LLC4.79MShares$316 Million12.62% of portfolio
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Envestnet Asset Management Inc4.12MShares$272 Million0.08% of portfolio