SwitchPoint Financial Planning, LLC
CIK 2055526 · Holdings on Mar 31, 2025 · First reported Apr 29, 2025
Top ten holdings
Q1 2025- DFAC21.24%
- DFIC16.65%
- DFEM6.36%
- DFAT4.52%
- DFUV4.25%
- DFSD3.44%
- DFAX2.93%
- VTI2.70%
- SGOV2.68%
- VTV2.54%
Share classes counted separately67.31%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- DFACWeight decreased · -1.89 pp23.13% → 21.24%Shares -19.85K (-2.84%)
- DFICWeight increased · +1.18 pp15.47% → 16.65%Shares +6.88K (+1.10%)
- SGOVWeight increased · +1.06 pp1.62% → 2.68%Shares +11.16K (+66.04%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
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 | $22.39M | 21.24% | 678.63K shares | 23.13% → 21.24%-1.89 pp -19.85K (-2.84%) | Reduced | ↗▾ |
| 02 | DFICDIMENSIONAL INTERNATIONAL COINTL CORE EQUITY View history and evidence | $17.56M | 16.65% | 632.24K shares | 15.47% → 16.65%+1.18 pp +6.88K (+1.10%) | Added | ↗▾ |
| 03 | DFEMDIMENSIONAL EMRG MRKT COREEMERGING MKTS CO View history and evidence | $6.71M | 6.36% | 253.58K shares | 6.31% → 6.36%+0.05 pp +1.83K (+0.73%) | Added | ↗▾ |
| 04 | DFATDIMENSIONAL US TARGET VALUEUS TARGETED VLU View history and evidence | $4.77M | 4.52% | 92.60K shares | 4.93% → 4.52%-0.41 pp +122 (+0.13%) | Added | ↗▾ |
| 05 | DFUVDIMENSIONAL US MARKETWIDE VAUS MKTWIDE VALUE View history and evidence | $4.48M | 4.25% | 108.69K shares | 4.25% → 4.25%+0.00 pp +201 (+0.19%) | Added | ↗▾ |
| 06 | DFSDDIMENSIONAL SHORT DURATIONSHORT DURATION F View history and evidence | $3.62M | 3.44% | 76.21K shares | 3.45% → 3.44%-0.01 pp -617 (-0.80%) | Reduced | ↗▾ |
| 07 | DFAXDIMENSIONAL WORLD EX US COREWORLD EX US CORE View history and evidence | $3.09M | 2.93% | 117.94K shares | 2.81% → 2.93%+0.12 pp 0 (0.00%) | Unchanged | ↗▾ |
| 08 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $2.84M | 2.70% | 10.35K shares | 2.42% → 2.70%+0.28 pp +1.64K (+18.77%) | Added | ↗▾ |
| 09 | SGOVISHARES 0-3 MONTH TREASURY B0-3 MNTH TREASRY View history and evidence | $2.82M | 2.68% | 28.05K shares | 1.62% → 2.68%+1.06 pp +11.16K (+66.04%) | Added | ↗▾ |
| 10 | VTVVANGUARD MRNGSTR VAL ETF-AUIVALUE ETF View history and evidence | $2.68M | 2.54% | 15.52K shares | 2.52% → 2.54%+0.02 pp 0 (0.00%) | Unchanged | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| VGT VANGUARD INFO TECH ETF | Non-derivative | -508 | -$316.17K | SEC filing ↗ | SEC filing ↗ |
| VIG VANGUARD DIVIDEND APPREC ETF | Non-derivative | -1,388 | -$271.73K | SEC filing ↗ | SEC filing ↗ |
| TTD TRADE DESK INC/THE -CLASS A | Non-derivative | -2,006 | -$235.76K | SEC filing ↗ | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2055526 · Period Mar 31, 2025
Data loaded Sep 23, 2026 · First reported Apr 29, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 105424398
}Research all 51 reported holdings.
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