SwitchPoint Financial Planning, LLC DFSD Holdings History
SwitchPoint Financial Planning, LLC's Dimensional Short-Duration Fixed Income ETF Holding Summary
As of 2025-03-31, SwitchPoint Financial Planning, LLC held 76,208.00 shares of Dimensional Short-Duration Fixed Income ETF(DFSD), totaling $3.62 Mil. This investment constitutes 3.44% of their stock portfolio, and SwitchPoint Financial Planning, LLC now holds 0.08% of the outstanding Dimensional Short-Duration Fixed Income ETF(DFSD) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $47.22 for 617.00 shares. Based on historical transaction data and DFSD's current price of $47.92, SwitchPoint Financial Planning, LLC's estimated gain on his DFSD holdings is $47,199.60, reflecting a 1.30% gain to date.
SwitchPoint Financial Planning, LLC DFSD ($47.92) Holding Chart
SwitchPoint Financial Planning, LLC DFSD ($47.92) 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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