SwitchPoint Financial Planning, LLC DFUV Holdings History
SwitchPoint Financial Planning, LLC's Dimensional US Marketwide Value ETF Holding Summary
As of 2025-03-31, SwitchPoint Financial Planning, LLC held 108,690.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $4.48 Mil. This investment constitutes 4.25% of their stock portfolio, and SwitchPoint Financial Planning, LLC now holds 0.04% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2024Q4. And since then SwitchPoint Financial Planning, LLC has made 1 purchases of DFUV, at an average price of $42.46, for a total of 108,690.00 shares. Based on historical transaction data and DFUV's current price of $43.19, SwitchPoint Financial Planning, LLC's estimated gain on his DFUV holdings is $79,440.18, reflecting a 1.72% gain to date.
SwitchPoint Financial Planning, LLC DFUV ($43.19) Holding Chart
SwitchPoint Financial Planning, LLC DFUV ($43.19) 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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