SwitchPoint Financial Planning, LLC DFAX Holdings History
SwitchPoint Financial Planning, LLC's Dimensional World ex U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, SwitchPoint Financial Planning, LLC held 117,940.00 shares of Dimensional World ex U.S. Core Equity 2 ETF(DFAX), totaling $3.09 Mil. This investment constitutes 2.93% of their stock portfolio, and SwitchPoint Financial Planning, LLC now holds 0.04% of the outstanding Dimensional World ex U.S. Core Equity 2 ETF(DFAX) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and DFAX's current price of $29.57, SwitchPoint Financial Planning, LLC's estimated gain on his DFAX holdings is $438,736.80, reflecting a 14.39% gain to date.
SwitchPoint Financial Planning, LLC DFAX ($29.57) Holding Chart
SwitchPoint Financial Planning, LLC DFAX ($29.57) 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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