Switch Point Financial Planning, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 54,761 shares of DFAE stock, worth $1.78 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares
54,761
Previous 54,835 0.13%
Holding current value
$1.78 Million
Previous $1.59 Billion 8.76%
% of portfolio
1.25%
Previous 1.3%

Shares

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

Nov 13, 2025
SELL
$28.84 - $31.84 $2,134 - $2,356
-74 Reduced 0.13%
54,761 $1.73 Billion
Q2 2025

Aug 01, 2025
BUY
$22.87 - $28.95 $927,264 - $1.17 Million
40,545 Added 283.73%
54,835 $1.59 Billion
Q4 2024

Feb 11, 2025
BUY
$25.36 - $28.15 $362,394 - $402,263
14,290 New
14,290 $363 Million

Others Institutions Holding DFAE

# of Institutions
635
Shares Held
186M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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