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 117,940 shares of DFAX stock, worth $3.21 Million. This represents 2.81% of its overall portfolio holdings.
Number of Shares
117,940Holding current value
$3.21 Million% of portfolio
2.81%Shares
1 transactions
Others Institutions Holding DFAX
# of Institutions
573Shares Held
242MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$306 Million3.18% of portfolio
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Envestnet Asset Management Inc8.34MShares$227 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC7.58MShares$206 Million0.08% of portfolio
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Geometric Wealth Advisors7.56MShares$206 Million35.57% of portfolio
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Commonwealth Equity Services, LLC6.03MShares$164 Million0.22% of portfolio