DFAC — DIMENSIONAL ETF TRUST

Ownership history in SwitchPoint Financial Planning, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which SwitchPoint Financial Planning, LLC reported a position in DIMENSIONAL ETF TRUST (DFAC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
23.13% (2024 Q4)
Avg. % of fund
20.64%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 713,645 +10,626 +1.5% 19.79% $28.3M $39.59
2025 Q3 ADDED 703,019 +42,578 +6.4% 19.64% $27.1M $38.48
2025 Q2 REDUCED 660,441 -18,186 -2.7% 19.40% $23.7M $35.66
2025 Q1 REDUCED 678,627 -19,849 -2.8% 21.24% $22.4M $32.72
2024 Q4 INITIATED 698,476 — — 23.13% $24.2M $34.23
% of Fund (quarterly)    DFAC price (monthly, adj. close)

Other funds also holding DFAC

As of 2025 Q4 — sorted by position size

Onyx Financial Advisors, LLC 3Y 60.88% CAPSTONE CAPITAL LLC 46.7% SJS Investment Consulting Inc. 3Y 45.64% Warburton Capital Management, LLC 45.47% BCU Wealth Advisors, LLC 44.02% Geometric Wealth Advisors 3Y 43.65% ANDREWS, LUCIA WEALTH MANAGEMENT LLC 3Y 43.51% Chico Wealth RIA 3Y 43.44% Monument Group Wealth Advisors, LLC 42.47% Shearwater Capital LLC 3Y 38.46%
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