Switch Point Financial Planning, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 7,453 shares of DISV stock, worth $267,711. This represents 0.19% of its overall portfolio holdings.

Number of Shares
7,453
Previous 7,453 -0.0%
Holding current value
$267,711
Previous $245 Million 8.45%
% of portfolio
0.19%
Previous 0.2%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
$26.09 - $30.21 $194,448 - $225,155
7,453 New
7,453 $217 Million

Others Institutions Holding DISV

# of Institutions
391
Shares Held
81.8M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DISV Quotes by TradingView
  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
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