Switch Point Financial Planning, LLC Dimensional ETF Tr U S Small C 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 Small C stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 28,004 shares of DFAS stock, worth $1.87 Million. This represents 1.74% of its overall portfolio holdings.
Number of Shares
28,004Holding current value
$1.87 Million% of portfolio
1.74%Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
765Shares Held
117MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.2MShares$883 Million0.84% of portfolio
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Northern Trust Corp Chicago, IL7.52MShares$502 Million0.07% of portfolio
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Index Fund Advisors, Inc.6.54MShares$437 Million23.7% of portfolio
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Bank Of America Corp Charlotte, NC5.17MShares$345 Million0.03% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$182 Million1.82% of portfolio