Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SwitchPoint Financial Planning, LLC (CIK 2055526) reported $147.5M across 64 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($28.7M, 19.47%), DFIC ($25.0M, 16.94%), DFEM ($8.9M, 6.03%), DFAT ($5.8M, 3.91%), DFSD ($5.4M, 3.64%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $28.7M | 19.47% | 738,764 | Added |
| 2 | DFIC | DIMENSIONAL ETF TRUST | $25.0M | 16.94% | 703,061 | Added |
| 3 | DFEM | DIMENSIONAL ETF TRUST | $8.9M | 6.03% | 257,206 | Added |
| 4 | DFAT | DIMENSIONAL ETF TRUST | $5.8M | 3.91% | 92,239 | Added |
| 5 | DFSD | DIMENSIONAL ETF TRUST | $5.4M | 3.64% | 112,064 | Added |
| 6 | DFUV | DIMENSIONAL ETF TRUST | $4.7M | 3.19% | 97,085 | Trimmed |
| 7 | DFAX | DIMENSIONAL ETF TRUST | $4.0M | 2.72% | 117,940 | Hold |
| 8 | GOOG | ALPHABET INC | $3.5M | 2.35% | 12,094 | Hold |
| 9 | VTV | VANGUARD INDEX FDS | $3.5M | 2.35% | 17,683 | Added |
| 10 | DFAU | DIMENSIONAL ETF TRUST | $3.3M | 2.21% | 72,101 | Hold |
| 11 | SGOV | ISHARES TR | $3.0M | 2.00% | 29,328 | Trimmed |
| 12 | VTI | VANGUARD INDEX FDS | $2.9M | 2.00% | 9,177 | Added |
| 13 | CDNS | CADENCE DESIGN SYSTEM INC | $2.9M | 1.95% | 10,350 | Trimmed |
| 14 | DFIV | DIMENSIONAL ETF TRUST | $2.9M | 1.95% | 54,369 | Added |
| 15 | DFAI | DIMENSIONAL ETF TRUST | $2.7M | 1.83% | 69,460 | Hold |
| 16 | VUG | VANGUARD INDEX FDS | $2.6M | 1.78% | 6,003 | Added |
| 17 | DFCF | DIMENSIONAL ETF TRUST | $2.2M | 1.51% | 52,751 | Added |
| 18 | VXUS | VANGUARD STAR FDS | $2.1M | 1.45% | 27,827 | Added |
| 19 | AVUS | AMERICAN CENTY ETF TR | $2.0M | 1.36% | 17,977 | Hold |
| 20 | DFAS | DIMENSIONAL ETF TRUST | $2.0M | 1.35% | 28,004 | Hold |
| 21 | DFNM | DIMENSIONAL ETF TRUST | $2.0M | 1.33% | 40,930 | Added |
| 22 | DFAE | DIMENSIONAL ETF TRUST | $1.9M | 1.26% | 54,761 | Hold |
| 23 | VTEB | VANGUARD MUN BD FDS | $1.8M | 1.25% | 36,900 | Added |
| 24 | DFUS | DIMENSIONAL ETF TRUST | $1.5M | 1.03% | 21,451 | Hold |
| 25 | AAPL | APPLE INC | $1.4M | 0.92% | 5,360 | Added |
Source: SEC Form 13F filings · as of 2026-03-31