DFAS — 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 (DFAS). 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
1.74% (2024 Q4)
Avg. % of fund
1.51%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 28,004 — 0% 1.37% $2.0M $69.67
2025 Q3 UNCHANGED 28,004 — 0% 1.39% $1.9M $68.27
2025 Q2 UNCHANGED 28,004 — 0% 1.46% $1.8M $63.36
2025 Q1 UNCHANGED 28,004 — 0% 1.59% $1.7M $59.26
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFAS price (monthly, adj. close)

Other funds also holding DFAS

As of 2025 Q4 — sorted by position size

Richard Young Associates, Ltd. 24.8% Index Fund Advisors, Inc. 3Y 19.11% DIXON FNANCIAL SERVICES, INC. 3Y 17.35% Heritage Wealth Management, Inc./Texas 3Y 12.91% SENTINEL WEALTH MANAGEMENT, INC. 12.78% Disciplined Equity Management, Inc. 3Y 12.64% ACORN CREEK CAPITAL LLC 10.64% Stordahl Capital Management, Inc. 3Y 7Y 10.35% TCI Wealth Advisors, Inc. 3Y 7Y 9.82% PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 8.73%
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