DecisionPoint Financial, LLC
Q1 2025 13F Holdings
- Locationmesa, AZ
- Num holdings
255
- Value ($000)
$344,667
- Date Filed05/02/2025
- Form type13F-HR
- CIK0001938514
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $105.38M | 31 % | 3,194,161 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $39.71M | 12 % | 485,708 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $30.04M | 9 % | 1,081,724 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $24.50M | 7 % | 582,553 | ||
DFAS DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $20.77M | 6 % | 347,698 | ||
HOMB HOME BANCSHARES INC | COM | 436893200 | $20.75M | 6 % | 733,887 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $20.35M | 6 % | 651,624 | ||
VNQ VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $18.15M | 5 % | 200,427 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $10.44M | 3 % | 132,231 | ||
DFEM DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $9.16M | 3 % | 346,070 |
Rows Per Page
10
- 10
- 50
- 100