Switch Point Financial Planning, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 39,663 shares of DFAI stock, worth $1.29 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
39,663Holding current value
$1.29 Million% of portfolio
1.11%Shares
1 transactions
Others Institutions Holding DFAI
# of Institutions
608Shares Held
230MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.05 Billion6.3% of portfolio
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Sym Financial Corp6.65MShares$215 Million25.25% of portfolio
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Bank Of America Corp Charlotte, NC6MShares$194 Million0.01% of portfolio
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Envestnet Asset Management Inc5.99MShares$194 Million0.06% of portfolio
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Cable Hill Partners, LLC Portland, OR5.58MShares$181 Million17.39% of portfolio