Switch Point Financial Planning, LLC DIMENSIONAL ETF TRUST Transaction History

Switch Point Financial Planning, LLC

  • $138 Billion
  • Q3 2025
Number of Shares
14,989
Previous 11,712 27.98%
Holding current value
$876 Million
Previous $635 Million 37.92%
% of portfolio
0.63%
Previous 0.52%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
N/A
3,277 Added 27.98%
14,989 $876 Million
Q2 2025

Aug 01, 2025
BUY
N/A
11,712 New
11,712 $635 Million
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