StockDriftsStockDriftsTop 50 DecisionPoint Financial, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 33.32% | 4.06M | $179.9M | +7.12%(+269.83K) | $29.57(+55.55%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 10.91% | 1.58M | $58.9M | +11.55%(+163.92K) | $28.46(+37.81%) | 2026-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 9.15% | 601.3K | $49.4M | +9.96%(+54.46K) | $78.68(+3.25%) | 2026-06-30 | |
| DFAS | DIMENSIONAL ETF TRUST | 6.86% | 451.3K | $37.0M | +6.55%(+27.76K) | $58.37(+43.25%) | 2026-06-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 5.47% | 701.5K | $29.6M | +10.93%(+69.13K) | $41.62(+0.14%) | 2026-06-30 | |
| VNQ | VANGUARD INDEX FDS | 5.26% | 293.2K | $28.4M | +8.69%(+23.44K) | $85.23(+13.57%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 5.18% | 680.9K | $28.0M | -0.25%(-1.73K) | $25.02(+73.18%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 3.49% | 475.0K | $18.9M | +8.78%(+38.33K) | $27.82(+41.66%) | 2026-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 2.74% | 187.9K | $14.8M | +19.73%(+30.96K) | $77.44(+1.42%) | 2026-06-30 | |
| HOMB | HOME BANCSHARES INC | 2.62% | 489.1K | $14.1M | -15.90%(-92.48K) | $22.65(+36.47%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.63% | +39.12% | — | — | +46.23% |
| Top 20 Holdings Unweighted | +10.66% | +35.49% | — | — | +45.63% |
DecisionPoint Financial, LLC reports $539.86M in US-listed equity holdings across 1,416 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (33.3%), DFIC (10.9%) and VCIT (9.2%). The top 20 holdings account for 94.57% of reported assets. Its disclosed equity book has returned +39.12% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from DecisionPoint Financial, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1938514). View DecisionPoint Financial, LLC’s 13F filings on SEC