account_balance
Investment manager · 13F filer · SEC CIK 2055526
SwitchPoint Financial Planning, LLC
Reported value$180Mas of Sep 30, 2026
Positions71 10 new, 10 sold out
Top 10 weight61.4%DFAC alone is 21%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFACDimensional ETF Trust
20.6%Added +2%
DFICDimensional ETF Trust
16.5%Added +3%
DFEMDimensional ETF Trust
6.1%Added +2%
DFATDimensional ETF Trust
3.4%
DFUVDimensional ETF Trust
3.0%
DFSDDimensional ETF Trust
3.0%−4%
DFAXDimensional ETF Trust
2.4%
GOOGAlphabet Inc.
2.3%
VTVVanguard Index FDS
2.1%
DFAUDimensional ETF Trust
2.1%
VTIVanguard Index FDS
1.9%−8%
SGOViShares Tr
1.9%+2%
DFACDimensional ETF Trust
20.6%Added +2%
DFICDimensional ETF Trust
16.5%Added +3%
DFEMDimensional ETF Trust
6.1%+2%
DFAT3.4%
DFUV3.0%
DFSD3.0%
DFAX2.4%
GOOG2.3%VTV2.1%
DFAU2.1%
VTI1.9%
SGOV1.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFAC Dimensional ETF Trust 20.6% Added +2%
DFIC Dimensional ETF Trust 16.5% Added +3%
DFEM Dimensional ETF Trust 6.1% Added +2%
DFAT Dimensional ETF Trust 3.4% Held
DFUV Dimensional ETF Trust 3.0% Held
DFSD Dimensional ETF Trust 3.0% Trimmed −4%
DFAX Dimensional ETF Trust 2.4% Held
GOOG Alphabet Inc. 2.3% HeldVTV Vanguard Index FDS 2.1% Held
DFAU Dimensional ETF Trust 2.1% Held
VTI Vanguard Index FDS 1.9% Trimmed −8%
SGOV iShares Tr 1.9% Added +2%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.