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 (DFAT). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 92,109 | -588 | -0.6% | 3.84% | $5.5M | $59.54 |
| 2025 Q3 | ADDED | 92,697 | +187 | +0.2% | 3.91% | $5.4M | $57.98 |
| 2025 Q2 | REDUCED | 92,510 | -87 | -0.1% | 4.09% | $5.0M | $53.49 |
| 2025 Q1 | ADDED | 92,597 | +122 | +0.1% | 4.52% | $4.8M | $50.81 |
As of 2025 Q4 — sorted by position size