Number of Shares
253,579.00
Current Holdings Value*
$6.71 Mil
% of Portfolio
6.36%
Total Estimate Gain
$612,170.77
% of Total Estimate Gain
8.89%

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 $29.57, SwitchPoint Financial Planning, LLC's estimated gain on his DFEM holdings is $612,170.77, reflecting a 8.89% gain to date.

SwitchPoint Financial Planning, LLC DFEM ($29.57) Holding Chart

SwitchPoint Financial Planning, LLC DFEM ($29.57) 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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