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 (DFEM). 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 | ADDED | 249,979 | +3,462 | +1.4% | 5.79% | $8.3M | $33.08 |
| 2025 Q3 | ADDED | 246,517 | +14,513 | +6.3% | 5.73% | $7.9M | $31.87 |
| 2025 Q2 | REDUCED | 232,004 | -21,575 | -8.5% | 5.64% | $6.9M | $29.26 |
| 2025 Q1 | ADDED | 253,579 | +1,834 | +0.7% | 6.36% | $6.7M | $25.86 |
| 2024 Q4 | INITIATED | 251,745 | — | — | 6.31% | $6.6M | $25.54 |
As of 2025 Q4 — sorted by position size