SwitchPoint Financial Planning, LLC DFAT Holdings History
SwitchPoint Financial Planning, LLC's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-03-31, SwitchPoint Financial Planning, LLC held 92,597.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $4.77 Mil. This investment constitutes 4.52% of their stock portfolio, and SwitchPoint Financial Planning, LLC now holds 0.05% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2024Q4. And since then SwitchPoint Financial Planning, LLC has made 1 purchases of DFAT, at an average price of $57.25, for a total of 92,597.00 shares. Based on historical transaction data and DFAT's current price of $56.35, SwitchPoint Financial Planning, LLC's estimated gain on his DFAT holdings is $-83,066.46, reflecting a -1.57% gain to date.
SwitchPoint Financial Planning, LLC DFAT ($56.35) Holding Chart
SwitchPoint Financial Planning, LLC DFAT ($56.35) 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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