SwitchPoint Financial Planning, LLC
CIK 2055526 · Holdings on Sep 30, 2025 · First reported Nov 13, 2025
Top ten holdings
Q3 2025- DFAC19.64%
- DFIC16.10%
- DFEM5.73%
- DFAT3.91%
- DFUV3.34%
- DFSD2.90%
- DFAX2.68%
- CDNS2.63%
- SGOV2.50%
- VTI2.46%
Share classes counted separately61.89%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- DFICWeight decreased · -0.25 pp16.35% → 16.10%Shares +36.31K (+5.66%)
- DFACWeight increased · +0.24 pp19.40% → 19.64%Shares +42.58K (+6.45%)
- DFUVWeight decreased · -0.23 pp3.57% → 3.34%Shares +219 (+0.21%)
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 | $27.12M | 19.64% | 703.02K shares | 19.40% → 19.64%+0.24 pp +42.58K (+6.45%) | Added | ↗▾ |
| 02 | DFICDIMENSIONAL INTERNATIONAL COINTL CORE EQUITY View history and evidence | $22.23M | 16.10% | 677.98K shares | 16.35% → 16.10%-0.25 pp +36.31K (+5.66%) | Added | ↗▾ |
| 03 | DFEMDIMENSIONAL EMRG MRKT COREEMERGING MKTS CO View history and evidence | $7.91M | 5.73% | 246.52K shares | 5.64% → 5.73%+0.09 pp +14.51K (+6.26%) | Added | ↗▾ |
| 04 | DFATDIMENSIONAL US TARGET VALUEUS TARGETED VLU View history and evidence | $5.40M | 3.91% | 92.70K shares | 4.09% → 3.91%-0.18 pp +187 (+0.20%) | Added | ↗▾ |
| 05 | DFUVDIMENSIONAL US MARKETWIDE VAUS MKTWIDE VALUE View history and evidence | $4.62M | 3.34% | 103.32K shares | 3.57% → 3.34%-0.23 pp +219 (+0.21%) | Added | ↗▾ |
| 06 | DFSDDIMENSIONAL SHORT DURATIONSHORT DURATION F View history and evidence | $4.01M | 2.90% | 83.14K shares | 3.07% → 2.90%-0.17 pp +5.09K (+6.53%) | Added | ↗▾ |
| 07 | DFAXDIMENSIONAL WORLD EX US COREWORLD EX US CORE View history and evidence | $3.70M | 2.68% | 117.94K shares | 2.84% → 2.68%-0.16 pp 0 (0.00%) | Unchanged | ↗▾ |
| 08 | CDNSCADENCE DESIGN SYS INC View history and evidence | $3.64M | 2.63% | 10.35K shares | 2.61% → 2.63%+0.02 pp +3 (+0.03%) | Added | ↗▾ |
| 09 | SGOVISHARES 0-3 MONTH TREASURY B0-3 MNTH TREASRY View history and evidence | $3.45M | 2.50% | 34.28K shares | 2.33% → 2.50%+0.17 pp +5.99K (+21.16%) | Added | ↗▾ |
| 10 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $3.40M | 2.46% | 10.36K shares | 2.58% → 2.46%-0.12 pp +5 (+0.05%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2055526 · Period Sep 30, 2025
Data loaded Sep 23, 2026 · First reported Nov 13, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 138076551
}Research all 61 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.