Institutions / DecisionPoint Financial, LLC

DecisionPoint Financial, LLC

CIK 1938514 · Institution · as of Dec 31, 2025
Portfolio value
$454.49M
Positions
727
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 727 →
CompanyClassValueShares% of portfolio
Dimensional ETF Trust$148.30M3,745,83832.6%
Dimensional ETF Trust$47.87M1,389,04710.5%
Vanguard Scottsdale Fds$45.20M539,6439.9%
Dimensional ETF Trust$28.96M415,6306.4%
Dimensional ETF Trust$26.45M621,4405.8%
Dimensional ETF Trust$26.08M684,2135.7%
Vanguard Index Fds$23.03M260,2915.1%
Home BancShares Inc/AR$16.30M586,7053.6%
Dimensional ETF Trust$14.21M429,7033.1%
Vanguard Scottsdale Fds$11.76M147,5092.6%
Dimensional ETF Trust$8.48M115,1341.9%
Dimensional ETF Trust$8.09M248,3611.8%
iShares Tr$4.74M93,5461.0%
Dimensional ETF Trust$4.29M187,3710.9%
Vanguard Index Fds$4.17M12,4500.9%
Microsoft Corp$3.14M6,5000.7%
Apple Inc.$3.10M11,4200.7%
Schwab Strategic Tr$2.57M111,6700.6%
Vanguard Index Fds$2.28M8,8510.5%
iShares Tr$1.63M16,1890.4%
Marriott International Inc/MD$1.44M4,6500.3%
Vanguard Star Fds$1.44M19,0650.3%
Vanguard Index Fds$1.40M2,2260.3%
Amazon.com Inc$885.4K3,8360.2%
Schwab Strategic Tr$876.7K33,4230.2%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.