SwitchPoint Financial Planning, LLC ETF holdings
Lehi, UT
Reported $152.6M in 46 ETFs in its Form 13F for June 30, 2026.
ETF value
$152.6M
ETFs held
46
Change from prior quarter
+17.1%
With price moves
ETFs as a share of its 13F
88.1%
of $173.2M
Top 10 of 46 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| DFAC | Dimensional U.S. Core Equity 2 ETF | $36.1M | 814,210 | +75,446 shares |
| DFIC | Dimensional International Core Equity 2 ETF | $28.5M | 765,837 | +62,776 shares |
| DFEM | Dimensional Emerging Markets Core Equity 2 ETF | $11.0M | 270,393 | +13,187 shares |
| DFAT | Dimensional U.S. Targeted Value ETF | $6.5M | 92,368 | +129 shares |
| DFSD | Dimensional Short-Duration Fixed Income ETF | $5.7M | 119,350 | +7,286 shares |
| DFUV | Dimensional US Marketwide Value ETF | $5.3M | 97,249 | +164 shares |
| DFAX | Dimensional World ex U.S. Core Equity 2 ETF | $4.3M | 117,940 | No change |
| VTV | Vanguard Morningstar Value ETF | $3.9M | 17,673 | −10 shares |
| DFAU | Dimensional US Core Equity Market ETF | $3.7M | 72,101 | No change |
| VTI | Vanguard Morningstar Total Stock Market ETF | $3.7M | 9,926 | +749 shares |
36 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002055526. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does SwitchPoint Financial Planning, LLC own?
SwitchPoint Financial Planning, LLC reported 46 ETF positions worth $152.6M in its Form 13F for June 30, 2026. The largest was DFAC, at $36.1M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.