Switch Point Financial Planning, LLC Purchases in Q4 2024

Switch Point Financial Planning, LLC

  • $104 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
698K
New
$33.92 - $36.6 $23.7M - $25.6M
698K $24.2B
DFIC
Dimensional ETF Tr Dimensional

ETFs
625K
New
$25.61 - $28.0 $16M - $17.5M
625K $16.2B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
252K
New
$26.16 - $28.82 $6.59M - $7.26M
252K $6.59B
DFAT
Dimensional ETF Tr U S Target

ETFs
92.5K
New
$54.54 - $61.04 $5.04M - $5.64M
92.5K $5.15B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
108K
New
$40.38 - $44.35 $4.38M - $4.81M
108K $4.44B
DFSD
Dimensional ETF Tr Short Durat

ETFs
76.8K
New
$46.75 - $47.8 $3.59M - $3.67M
76.8K $3.6B
CDNS
Cadence Design Systems Inc

Technology
10.3K
New
$249.1 - $324.54 $2.58M - $3.36M
10.3K $3.11B
DFAX
Dimensional ETF Tr
118K
New
$24.76 - $27.04 $2.92M - $3.19M
118K $2.93B
VTV
Vanguard Value ETF

ETFs
15.5K
New
$168.32 - $181.87 $2.61M - $2.82M
15.5K $2.63B
VTI
Vanguard Total Stock Market Et

ETFs
8.72K
New
$280.04 - $302.45 $2.44M - $2.64M
8.72K $2.53B
DFAU
Dimensional ETF Tr

ETFs
51.9K
New
$39.27 - $42.38 $2.04M - $2.2M
51.9K $2.1B
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
43.2K
New
$47.65 - $48.6 $2.06M - $2.1M
43.2K $2.07B
VUG
Vanguard Growth ETF

ETFs
4.95K
New
$378.79 - $428.11 $1.88M - $2.12M
4.95K $2.03B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
37.8K
New
$49.79 - $51.14 $1.88M - $1.93M
37.8K $1.89B
DFAS
Dimensional ETF Tr U S Small C

ETFs
28K
New
$63.58 - $71.15 $1.78M - $1.99M
28K $1.82B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
16.9K
New
$100.16 - $100.7 $1.69M - $1.7M
16.9K $1.69B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
27.6K
New
$58.88 - $64.8 $1.62M - $1.79M
27.6K $1.63B
DFUS
Dimensional ETF Tr U S Equity

ETFs
25.4K
New
$61.52 - $66.5 $1.57M - $1.69M
25.4K $1.62B
Vanguard Wellington Fd
13.3K
New
N/A
13.3K $1.34B
VB
Vanguard Small Cap ETF

ETFs
5.01K
New
$233.76 - $261.58 $1.17M - $1.31M
5.01K $1.2B
DFAI
Dimensional ETF Tr

ETFs
39.7K
New
$29.0 - $31.6 $1.15M - $1.25M
39.7K $1.16B
AAPL
Apple Inc.

Technology
4.61K
New
$221.69 - $259.02 $1.02M - $1.19M
4.61K $1.15B
MSFT
Microsoft Corp

Technology
2.6K
New
$406.35 - $454.46 $1.06M - $1.18M
2.6K $1.09B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
25.2K
New
$41.17 - $43.34 $1.04M - $1.09M
25.2K $1.04B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.67K
New
$521.84 - $558.82 $872K - $934K
1.67K $900M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.94K
New
$442.29 - $483.08 $858K - $937K
1.94K $879M
AMZN
Amazon Com Inc

Consumer Cyclical
2.94K
New
$180.88 - $232.93 $532K - $685K
2.94K $645M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.59K
New
$174.22 - $187.62 $625K - $673K
3.59K $629M
NVDA
Nvidia Corp

Technology
3.79K
New
$117.0 - $148.88 $443K - $564K
3.79K $508M
IVW
Ishares S&P 500 Growth ETF

ETFs
4.66K
New
$94.43 - $105.47 $440K - $491K
4.66K $473M
ABNB
Airbnb, Inc.

Consumer Cyclical
3.21K
New
$125.36 - $147.37 $403K - $473K
3.21K $422M
DFAE
Dimensional ETF Tr

ETFs
14.3K
New
$25.36 - $28.15 $362K - $402K
14.3K $363M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
13.7K
New
$26.16 - $29.13 $358K - $399K
13.7K $359M
IVV
Ishares Core S&P 500 ETF

ETFs
600
New
$570.51 - $610.59 $342K - $366K
600 $353M
VEA
Vanguard Ftse Developed Market

ETFs
7.22K
New
$47.57 - $52.44 $343K - $379K
7.22K $345M
VGT
Vanguard Information Technolog

ETFs
508
New
$571.78 - $647.97 $290K - $329K
508 $316M
VIG
Vanguard Dividend Appreciation

ETFs
1.39K
New
N/A
1.39K $272M
Dimensional ETF Trust
4.84K
New
N/A
4.84K $256M
ELV
Elevance Health, Inc.

Healthcare
690
New
$365.96 - $514.62 $253K - $355K
690 $255M
COST
Costco Wholesale Corp

Consumer Defensive
272
New
$873.59 - $994.69 $238K - $271K
272 $250M
VGIT
Vanguard Intermediate Term Tre

ETFs
4.15K
New
$57.78 - $60.4 $240K - $251K
4.15K $241M
CNX
Cnx Resources Corp

Energy
6.44K
New
$32.66 - $41.09 $210K - $265K
6.44K $236M
TTD
Trade Desk, Inc.

Technology
2.01K
New
$108.7 - $139.51 $218K - $280K
2.01K $236M
VNQ
Vanguard Specialized Funds Van

ETFs
2.51K
New
$87.85 - $98.6 $220K - $247K
2.51K $223M
SPDN
Direxion Shs ETF Tr Daily S&P

ETFs
19.4K
New
$10.71 - $11.38 $207K - $220K
19.4K $213M
IWV
Ishares Russell 3000 ETF

ETFs
634
New
$323.08 - $349.08 $205K - $221K
634 $212M
META
Meta Platforms, Inc.

Communication Services
360
New
$554.08 - $632.68 $199K - $228K
360 $211M
DFAR
Dimensional ETF Tr Dimensional

ETFs
8.66K
New
$22.72 - $25.76 $197K - $223K
8.66K $202M
Manager Directed Portfolios
18.3K
New
N/A
18.3K $185M
Activity Summary
Buys All Purchases 50 New Holdings 50 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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