SwitchPoint Financial Planning, LLC DCOR Holdings History
SwitchPoint Financial Planning, LLC's Dimensional US Core Equity 1 ETF Holding Summary
As of 2025-03-31, SwitchPoint Financial Planning, LLC held 24,402.00 shares of Dimensional US Core Equity 1 ETF(DCOR), totaling $1.50 Mil. This investment constitutes 1.42% of their stock portfolio, and SwitchPoint Financial Planning, LLC now holds 0.1% of the outstanding Dimensional US Core Equity 1 ETF(DCOR) stock.
The initial trade took place in 2025Q1. And since then SwitchPoint Financial Planning, LLC has made 1 purchases of DCOR, at an average price of $64.43, for a total of 24,402.00 shares. Based on historical transaction data and DCOR's current price of $68.05, SwitchPoint Financial Planning, LLC's estimated gain on his DCOR holdings is $88,335.24, reflecting a 5.62% gain to date.
SwitchPoint Financial Planning, LLC DCOR ($68.05) Holding Chart
SwitchPoint Financial Planning, LLC DCOR ($68.05) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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