SwitchPoint Financial Planning, LLC DFCF Holdings History
SwitchPoint Financial Planning, LLC's Dimensional Core Fixed Income ETF Holding Summary
As of 2025-03-31, SwitchPoint Financial Planning, LLC held 38,372.00 shares of Dimensional Core Fixed Income ETF(DFCF), totaling $1.61 Mil. This investment constitutes 1.53% of their stock portfolio, and SwitchPoint Financial Planning, LLC now holds 0.02% of the outstanding Dimensional Core Fixed Income ETF(DFCF) stock.
The initial trade took place in 2024Q4. And since then SwitchPoint Financial Planning, LLC has made 1 purchases of DFCF, at an average price of $41.94, for a total of 38,372.00 shares. Based on historical transaction data and DFCF's current price of $42.15, SwitchPoint Financial Planning, LLC's estimated gain on his DFCF holdings is $8,090.25, reflecting a 0.50% gain to date.
SwitchPoint Financial Planning, LLC DFCF ($42.15) Holding Chart
SwitchPoint Financial Planning, LLC DFCF ($42.15) 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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