SFP
DFUS

SwitchPoint Financial Planning’s Dimensional US Equity ETF DFUS Stock Holding History

SwitchPoint Financial Planning’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.52M Hold
21,451
– – 1.03% 24
2025
Q4 		$1.59M Sell
21,451
-703
-3% -$51.6K 1.11% 24
2025
Q3 		$1.6M Hold
22,154
– – 1.16% 24
2025
Q2 		$1.48M Buy
22,154
+596
+3% +$36.9K 1.22% 23
2025
Q1 		$1.3M Sell
21,558
-3,882
-15% -$248K 1.24% 22
2024
Q4 		$1.62M Buy
+25,440
New +$1.63M 1.55% 19

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

SwitchPoint Financial Planning held its Dimensional US Equity ETF (DFUS) position steady in Q1 2026 at 21,451 shares worth $1.52M. The position accounts for 1.03% of the portfolio, ranked #24.

SwitchPoint Financial Planning first reported a position in DFUS in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.62M in Q4 2024. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • SwitchPoint Financial Planning held 21,451 shares of Dimensional US Equity ETF worth $1.52M as of Q1 2026.
  • SwitchPoint Financial Planning left its Dimensional US Equity ETF share count unchanged in Q1 2026.
  • Dimensional US Equity ETF made up 1.03% of SwitchPoint Financial Planning's portfolio in Q1 2026, its #24 holding.
  • SwitchPoint Financial Planning first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • SwitchPoint Financial Planning's Dimensional US Equity ETF position peaked at $1.62M in Q4 2024.
  • 850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

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