SwitchPoint Financial Planning, LLC DFAC Holdings History
SwitchPoint Financial Planning, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, SwitchPoint Financial Planning, LLC held 678,627.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $22.39 Mil. This investment constitutes 21.24% of their stock portfolio, and SwitchPoint Financial Planning, LLC now holds 0.07% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $34.71 for 19,849.00 shares. Based on historical transaction data and DFAC's current price of $36.52, SwitchPoint Financial Planning, LLC's estimated gain on his DFAC holdings is $858,122.59, reflecting a 3.49% gain to date.
SwitchPoint Financial Planning, LLC DFAC ($36.52) Holding Chart
SwitchPoint Financial Planning, LLC DFAC ($36.52) 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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