Switch Point Financial Planning, LLC Dimensional ETF Tr Emerging Mk Transaction History
Switch Point Financial Planning, LLC
- $138 Billion
- Q3 2025
A detailed history of Switch Point Financial Planning, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 246,517 shares of DFEM stock, worth $8.15 Million. This represents 5.73% of its overall portfolio holdings.
Number of Shares
246,517
Previous 232,004
6.26%
Holding current value
$8.15 Million
Previous $6.89 Billion
14.81%
% of portfolio
5.73%
Previous 5.64%
Shares
4 transactions
Others Institutions Holding DFEM
# of Institutions
499Shares Held
174MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL17.2MShares$570 Million8.59% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.02MShares$199 Million2.34% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.75MShares$190 Million0.29% of portfolio
-
Sequoia Financial Advisors, LLC4.89MShares$162 Million1.07% of portfolio
-
Truepoint, Inc.4.44MShares$147 Million3.41% of portfolio