Ownership history in SwitchPoint Financial Planning, LLC Β· 5 quarters on record
This page tracks every 13F SEC filing in which SwitchPoint Financial Planning, LLC reported a position in DIMENSIONAL ETF TRUST (DFAT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π SwitchPoint Financial Planning, LLC underperformed the S&P 500 by β8.2% annually on this DFAT position. Timing score: 50% (2/4 decisions correct). Average cost basis: $54.76. Maximum drawdown during holding period: β7.2%.
β Significantly underperformed the S&P 500 by 8.2% ann.
4 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
2 of 4 add/trim decisions correct
Best entry: $50.81 (2025 Q1) Β· Worst: $57.98 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 2 trims. Bought during 1 of 1 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 3.84% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.