Switch Point Financial Planning, LLC Purchases and Sells in Q1 2025

Switch Point Financial Planning, LLC

17 operations

Stock	Shares change	Price Range	Shares Held
DFIC	6.88K + 1.1%	$25.54 - $28.79 $176K - $198K	632K $17.6B
SGOV	11.2K + 66.04%	$100.34 - $100.68 $1.12M - $1.12M	28.1K $2.82B
DFCF	13.2K + 52.32%	$40.79 - $42.32 $538K - $558K	38.4K $1.61B
VTI	1.64K + 18.77%	$271.18 - $303.12 $444K - $496K	10.4K $2.84B
DFIV	149 + 0.25%	$35.33 - $40.77 $5.26K - $6.07K	60K $2.36B
DFEM	1.83K + 0.73%	$25.35 - $27.46 $46.5K - $50.4K	254K $6.71B

4 operations

Stock	Shares change	Price Range	Shares Held
DIMENSIONAL ETF TRUST	24.4K New	N/A	24.4K $1.5B
WFC	6.2K New	$66.78 - $81.42 $414K - $504K	6.2K $445M
EDV	3.48K New	$65.05 - $73.43 $226K - $255K	3.48K $247M
DISV	7.45K New	$26.09 - $30.21 $194K - $225K	7.45K $217M

10 operations

Stock	Shares change	Price Range	Shares Held
DFAC	-19.8K - 2.84%	$32.42 - $36.13 $644K - $717K	679K $22.4B
BRK-B	-985 - 50.77%	$442.66 - $534.52 $436K - $527K	955 $509M
DFUS	-3.88K - 15.26%	$59.61 - $66.71 $231K - $259K	21.6K $1.3B
DFNM	-4.92K - 11.38%	$47.35 - $48.24 $233K - $237K	38.3K $1.82B
MSFT	-274 - 10.55%	$375.39 - $447.2 $103K - $123K	2.32K $872M
ABNB	-1.52K - 47.4%	$119.38 - $161.42 $182K - $246K	1.69K $202M

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