DFIC — 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 (DFIC). 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
16.65% (2025 Q1)
Avg. % of fund
16.18%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 675,961 -2,015 -0.3% 16.31% $23.3M $34.46
2025 Q3 ADDED 677,976 +36,311 +5.7% 16.10% $22.2M $32.56
2025 Q2 ADDED 641,665 +9,424 +1.5% 16.35% $19.9M $30.75
2025 Q1 ADDED 632,241 +6,879 +1.1% 16.65% $17.6M $27.09
2024 Q4 INITIATED 625,362 — — 15.47% $16.2M $25.14
% of Fund (quarterly)    DFIC price (monthly, adj. close)

Other funds also holding DFIC

As of 2025 Q4 — sorted by position size

Miramar Fiduciary Corp 3Y 55.56% CAPSTONE CAPITAL LLC 23.83% Syverson Strege & Co 3Y 16.86% Cannon Financial Strategists, Inc. 16.54% Kooman & Associates 3Y 16.25% Rachor Investment Advisory Services, LLC 15.45% Leading Edge Financial Planning LLC 3Y 14.52% BCU Wealth Advisors, LLC 14.29% Eaton-Cambridge Inc. 14.23% Your Advocates Ltd., LLP 3Y 13.69%
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