Switch Point Financial Planning, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 625,362 shares of DFIC stock, worth $18 Million. This represents 15.47% of its overall portfolio holdings.
Number of Shares
625,362Holding current value
$18 Million% of portfolio
15.47%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
440Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$58.2 Billion3.13% of portfolio
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Envestnet Asset Management Inc29.5MShares$848 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO27.4MShares$789 Million1.75% of portfolio
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Forum Financial Management, LP Lombard, IL16.4MShares$471 Million8.36% of portfolio
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Evensky & Katz LLC6.13MShares$177 Million10.37% of portfolio