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 (DFUV). 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 | 97,976 | -5,343 | -5.2% | 3.20% | $4.6M | $46.59 |
| 2025 Q3 | ADDED | 103,319 | +219 | +0.2% | 3.34% | $4.6M | $44.53 |
| 2025 Q2 | REDUCED | 103,100 | -5,590 | -5.1% | 3.57% | $4.4M | $41.95 |
| 2025 Q1 | ADDED | 108,690 | +201 | +0.2% | 4.25% | $4.5M | $40.69 |
| 2024 Q4 | INITIATED | 108,489 | — | — | 4.25% | $4.4M | $40.25 |
As of 2025 Q4 — sorted by position size