SwitchPoint Financial Planning, LLC DFEM Holdings History
SwitchPoint Financial Planning, LLC's Dimensional Emerging Markets Core Equity 2 ETF Holding Summary
As of 2025-03-31, SwitchPoint Financial Planning, LLC held 253,579.00 shares of Dimensional Emerging Markets Core Equity 2 ETF(DFEM), totaling $6.71 Mil. This investment constitutes 6.36% of their stock portfolio, and SwitchPoint Financial Planning, LLC now holds 0.14% of the outstanding Dimensional Emerging Markets Core Equity 2 ETF(DFEM) stock.
The initial trade took place in 2024Q4. And since then SwitchPoint Financial Planning, LLC has made 1 purchases of DFEM, at an average price of $27.16, for a total of 253,579.00 shares. Based on historical transaction data and DFEM's current price of $30.06, SwitchPoint Financial Planning, LLC's estimated gain on his DFEM holdings is $736,424.48, reflecting a 10.69% gain to date.
SwitchPoint Financial Planning, LLC DFEM ($30.06) Holding Chart
SwitchPoint Financial Planning, LLC DFEM ($30.06) 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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