Number of Shares
632,241.00
Current Holdings Value*
$17.56 Mil
% of Portfolio
16.65%
Total Estimate Gain
$2.78 Mil
% of Total Estimate Gain
16.43%

SwitchPoint Financial Planning, LLC's Dimensional International Core Equity 2 ETF Holding Summary

As of 2025-03-31, SwitchPoint Financial Planning, LLC held 632,241.00 shares of Dimensional International Core Equity 2 ETF(DFIC), totaling $17.56 Mil. This investment constitutes 16.65% of their stock portfolio, and SwitchPoint Financial Planning, LLC now holds 0.21% of the outstanding Dimensional International Core Equity 2 ETF(DFIC) stock.

The initial trade took place in 2024Q4. And since then SwitchPoint Financial Planning, LLC has made 1 purchases of DFIC, at an average price of $26.81, for a total of 632,241.00 shares. Based on historical transaction data and DFIC's current price of $31.21, SwitchPoint Financial Planning, LLC's estimated gain on his DFIC holdings is $2.78 Mil, reflecting a 16.43% gain to date.

SwitchPoint Financial Planning, LLC DFIC ($31.21) Holding Chart

SwitchPoint Financial Planning, LLC DFIC ($31.21) 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 %

Top Ranked Articles

  • 1