SwitchPoint Financial Planning, LLC DFUS Holdings History
SwitchPoint Financial Planning, LLC's Dimensional U.S. Equity Market ETF Holding Summary
As of 2025-03-31, SwitchPoint Financial Planning, LLC held 21,558.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $1.30 Mil. This investment constitutes 1.24% of their stock portfolio, and SwitchPoint Financial Planning, LLC now holds 0.01% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $63.90 for 3,882.00 shares. Based on historical transaction data and DFUS's current price of $67.95, SwitchPoint Financial Planning, LLC's estimated gain on his DFUS holdings is $80,695.50, reflecting a 4.94% gain to date.
SwitchPoint Financial Planning, LLC DFUS ($67.95) Holding Chart
SwitchPoint Financial Planning, LLC DFUS ($67.95) 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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