Switch Point Financial Planning, LLC Dimensional ETF Tr Us Marketwi 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 Us Marketwi stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 108,489 shares of DFUV stock, worth $4.61 Million. This represents 4.25% of its overall portfolio holdings.
Number of Shares
108,489Holding current value
$4.61 Million% of portfolio
4.25%Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
685Shares Held
276MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.5 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.4 Billion0.46% of portfolio
-
Savant Capital, LLC18MShares$763 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$613 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$456 Million0.67% of portfolio