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DecisionPoint Financial, LLC

Portfolio Manager
DecisionPoint Financial, LLC
Performance
-0.36% (2026 Q1)
AUM (13F)
$463.89M
# of Holdings
679
Performance Rank
Allocation (Top 20)
94.98%

DecisionPoint Financial, LLC Holdings Map

Top 50 DecisionPoint Financial, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
DFAC
DIMENSIONAL ETF TRUST
31.76%3.79M$147.3M
+1.22%(+45.67K)
2025-Q1: 3.19M shares2025-Q2: 3.36M shares2025-Q3: 3.54M shares2025-Q4: 3.75M shares2026-Q1: 3.79M shares
$28.75(+53.93%)
2026-03-31
DFIC
DIMENSIONAL ETF TRUST
10.87%1.42M$50.4M
+2.19%(+30.37K)
2025-Q1: 1.08M shares2025-Q2: 1.12M shares2025-Q3: 1.25M shares2025-Q4: 1.39M shares2026-Q1: 1.42M shares
$27.60(+36.27%)
2026-03-31
VCIT
VANGUARD SCOTTSDALE FDS
9.76%546.9K$45.3M
+1.34%(+7.23K)
2025-Q1: 485.7K shares2025-Q2: 502.2K shares2025-Q3: 524.6K shares2025-Q4: 539.6K shares2026-Q1: 546.9K shares
$78.30(+5.16%)
2026-03-31
DFAS
DIMENSIONAL ETF TRUST
6.49%423.6K$30.1M
+1.91%(+7.92K)
2025-Q1: 347.7K shares2025-Q2: 373.0K shares2025-Q3: 399.2K shares2025-Q4: 415.6K shares2026-Q1: 423.6K shares
$57.23(+42.45%)
2026-03-31
DFCF
DIMENSIONAL ETF TRUST
5.76%632.4K$26.7M
+1.76%(+10.96K)
2025-Q1: 582.6K shares2025-Q2: 589.9K shares2025-Q3: 602.3K shares2025-Q4: 621.4K shares2026-Q1: 632.4K shares
$41.56(+1.52%)
2026-03-31
DFAI
DIMENSIONAL ETF TRUST
5.73%682.6K$26.6M
-0.24%(-1.62K)
2025-Q1: 651.6K shares2025-Q2: 723.6K shares2025-Q3: 698.3K shares2025-Q4: 684.2K shares2026-Q1: 682.6K shares
$25.02(+66.21%)
2026-03-31
VNQ
VANGUARD INDEX FDS
5.16%269.7K$23.9M
+3.62%(+9.42K)
2025-Q1: 200.4K shares2025-Q2: 208.2K shares2025-Q3: 234.5K shares2025-Q4: 260.3K shares2026-Q1: 269.7K shares
$84.66(+15.79%)
2026-03-31
HOMB
HOME BANCSHARES INC
3.38%581.6K$15.7M
-0.87%(-5.08K)
2025-Q1: 733.9K shares2025-Q2: 672.5K shares2025-Q3: 663.0K shares2025-Q4: 586.7K shares2026-Q1: 581.6K shares
$22.65(+26.62%)
2026-03-31
DFEM
DIMENSIONAL ETF TRUST
3.25%436.6K$15.1M
+1.61%(+6.93K)
2025-Q1: 346.1K shares2025-Q2: 350.2K shares2025-Q3: 386.0K shares2025-Q4: 429.7K shares2026-Q1: 436.6K shares
$27.01(+45.79%)
2026-03-31
VCSH
VANGUARD SCOTTSDALE FDS
2.68%157.0K$12.4M
+6.41%(+9.46K)
2025-Q1: 132.2K shares2025-Q2: 131.4K shares2025-Q3: 138.1K shares2025-Q4: 147.5K shares2026-Q1: 157.0K shares
$77.13(+2.15%)
2026-03-31

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