SFP
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SwitchPoint Financial Planning’s Dimensional US Small Cap ETF DFAS Stock Holding History

SwitchPoint Financial Planning’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.99M Hold
28,004
– – 1.35% 20
2025
Q4 		$1.95M Hold
28,004
– – 1.37% 19
2025
Q3 		$1.92M Hold
28,004
– – 1.39% 19
2025
Q2 		$1.78M Hold
28,004
– – 1.46% 18
2025
Q1 		$1.67M Hold
28,004
– – 1.59% 18
2024
Q4 		$1.82M Buy
+28,004
New +$1.87M 1.74% 16

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

SwitchPoint Financial Planning's DFAS Position: Q1 2026 in Review

SwitchPoint Financial Planning held its Dimensional US Small Cap ETF (DFAS) position steady in Q1 2026 at 28,004 shares worth $1.99M. The position accounts for 1.35% of the portfolio, ranked #20.

SwitchPoint Financial Planning first reported a position in DFAS in Q4 2024 and has held it in 6 quarters since. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • SwitchPoint Financial Planning held 28,004 shares of Dimensional US Small Cap ETF worth $1.99M as of Q1 2026.
  • SwitchPoint Financial Planning left its Dimensional US Small Cap ETF share count unchanged in Q1 2026.
  • Dimensional US Small Cap ETF made up 1.35% of SwitchPoint Financial Planning's portfolio in Q1 2026, its #20 holding.
  • SwitchPoint Financial Planning first reported a position in Dimensional US Small Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q1 2026, filed 30 Apr 2026.