DFCF — 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 (DFCF). 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
1.53% (2025 Q1)
Avg. % of fund
1.29%
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 43,201 +2,888 +7.2% 1.29% $1.8M $42.44
2025 Q3 ADDED 40,313 +443 +1.1% 1.25% $1.7M $42.01
2025 Q2 ADDED 39,870 +1,498 +3.9% 1.38% $1.7M $41.06
2025 Q1 ADDED 38,372 +13,181 +52.3% 1.53% $1.6M $40.38
2024 Q4 INITIATED 25,191 — — 1.00% $1.0M $39.34
% of Fund (quarterly)    DFCF price (monthly, adj. close)

Other funds also holding DFCF

As of 2025 Q4 — sorted by position size

Ferguson Johnson Wealth Management Inc 23.41% Core Wealth Management, Inc. 3Y 22.72% Creative Capital Management Investments LLC 3Y 15.91% Great Waters Wealth Management 3Y 14.58% Wheels Up Wealth, Inc. 14.22% Grunden Financial Advisory, Inc. 13.87% WPWealth LLP 3Y 13.24% Hiley Hunt Wealth Management 13.1% Truepoint, Inc. 3Y 7Y 12.01% DiNuzzo Private Wealth, Inc. 11.31%
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