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 (DFUS). 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 | 21,451 | -703 | -3.2% | 1.11% | $1.6M | $74.17 |
| 2025 Q3 | UNCHANGED | 22,154 | — | 0% | 1.16% | $1.6M | $72.29 |
| 2025 Q2 | ADDED | 22,154 | +596 | +2.8% | 1.22% | $1.5M | $66.71 |
| 2025 Q1 | REDUCED | 21,558 | -3,882 | -15.3% | 1.24% | $1.3M | $60.04 |
| 2024 Q4 | INITIATED | 25,440 | — | — | 1.55% | $1.6M | $63.14 |
As of 2025 Q4 — sorted by position size