SwitchPoint Financial Planning, LLC
CIK 2055526 · Holdings on Dec 31, 2024 · First reported Feb 12, 2025
Top ten holdings
Q4 2024- DFAC23.13%
- DFIC15.47%
- DFEM6.31%
- DFAT4.93%
- DFUV4.25%
- DFSD3.45%
- CDNS2.98%
- DFAX2.81%
- VTV2.52%
- VTI2.42%
Share classes counted separately68.27%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $24.16M | 23.13% | 698.48K shares | Prior unavailable — | — | ↗▾ |
| 02 | DFICDIMENSIONAL INTERNATIONAL COINTL CORE EQUITY View history and evidence | $16.16M | 15.47% | 625.36K shares | Prior unavailable — | — | ↗▾ |
| 03 | DFEMDIMENSIONAL EMRG MRKT COREEMERGING MKTS CO View history and evidence | $6.59M | 6.31% | 251.75K shares | Prior unavailable — | — | ↗▾ |
| 04 | DFATDIMENSIONAL US TARGET VALUEUS TARGETED VLU View history and evidence | $5.15M | 4.93% | 92.47K shares | Prior unavailable — | — | ↗▾ |
| 05 | DFUVDIMENSIONAL US MARKETWIDE VAUS MKTWIDE VALUE View history and evidence | $4.44M | 4.25% | 108.49K shares | Prior unavailable — | — | ↗▾ |
| 06 | DFSDDIMENSIONAL SHORT DURATIONSHORT DURATION F View history and evidence | $3.60M | 3.45% | 76.83K shares | Prior unavailable — | — | ↗▾ |
| 07 | CDNSCADENCE DESIGN SYS INC View history and evidence | $3.11M | 2.98% | 10.34K shares | Prior unavailable — | — | ↗▾ |
| 08 | DFAXDIMENSIONAL WORLD EX US COREWORLD EX US CORE View history and evidence | $2.93M | 2.81% | 117.94K shares | Prior unavailable — | — | ↗▾ |
| 09 | VTVVANGUARD MRNGSTR VAL ETF-AUIVALUE ETF View history and evidence | $2.63M | 2.52% | 15.52K shares | Prior unavailable — | — | ↗▾ |
| 10 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $2.53M | 2.42% | 8.71K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2055526 · Period Dec 31, 2024
Data loaded Sep 23, 2026 · First reported Feb 12, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 104448918
}Research all 50 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.