DFSD — 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 (DFSD). 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
3.45% (2024 Q4)
Avg. % of fund
3.17%
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 88,488 +5,346 +6.4% 2.97% $4.2M $47.95
2025 Q3 ADDED 83,142 +5,093 +6.5% 2.90% $4.0M $47.42
2025 Q2 ADDED 78,049 +1,841 +2.4% 3.07% $3.7M $46.72
2025 Q1 REDUCED 76,208 -617 -0.8% 3.44% $3.6M $45.83
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFSD price (monthly, adj. close)

Other funds also holding DFSD

As of 2025 Q4 — sorted by position size

Rachor Investment Advisory Services, LLC 35.8% Signature Resources Capital Management, LLC 16.52% Planning Center, Inc. 3Y 13.19% Ruedi Wealth Management, Inc. 3Y 13.1% Keyes, Stange & Wooten Wealth Management, LLC 12.48% Valued Wealth Advisors LLC 11.52% DiNuzzo Private Wealth, Inc. 10.66% Grunden Financial Advisory, Inc. 9.64% Rather & Kittrell, Inc. 3Y 9.51% MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 3Y 7Y 9.1%
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