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 (DFEM). 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 outperformed the S&P 500 by +9.8% annually on this DFEM position. Timing score: 75% (3/4 decisions correct). Average cost basis: $25.98. Maximum drawdown during holding period: β0.0%.
π₯ Exceptional β beat the S&P 500 by 9.8% per year on this position.
4 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
3 of 4 add/trim decisions correct
Best entry: $25.54 (2024 Q4) Β· Worst: $33.08 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 1 trim. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 5.79% 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.