Switch Point Financial Planning, LLC Dimensional ETF Tr Core Fxd In 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 Core Fxd In stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 25,191 shares of DFCF stock, worth $1.06 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
25,191Holding current value
$1.06 Million% of portfolio
1.0%Shares
1 transactions
Others Institutions Holding DFCF
# of Institutions
407Shares Held
3.56BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$145 Billion8.57% of portfolio
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Essential Planning, Llc. Portsmouth, NH11.6MShares$487 Million3.2% of portfolio
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Truepoint, Inc.11.1MShares$469 Million12.57% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$125 Million11.32% of portfolio
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Wp Wealth LLP Fort Worth, TX2.77MShares$117 Million23.4% of portfolio