Switch Point Financial Planning, LLC Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 92,475 shares of DFAT stock, worth $4.87 Million. This represents 4.93% of its overall portfolio holdings.
Number of Shares
92,475Holding current value
$4.87 Million% of portfolio
4.93%Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
753Shares Held
168MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$741 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$655 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.94MShares$471 Million9.85% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$379 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$270 Million2.33% of portfolio