DecisionPoint Financial, LLC

Q1 2025 13F Holdings

  • Location
    mesa, AZ
  • Num holdings

    255

  • Value ($000)

    $344,667

  • Date Filed
    05/02/2025
  • Form type
    13F-HR
  • CIK
    0001938514
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
DFAC
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
$105.38M
31 %

3,194,161

VCIT
VCIT

VANGUARD SCOTTSDALE FDS

INT-TERM CORP
$39.71M
12 %

485,708

DFIC
DFIC

DIMENSIONAL ETF TRUST

INTL CORE EQUITY
$30.04M
9 %

1,081,724

DFCF
DFCF

DIMENSIONAL ETF TRUST

CORE FIXED INCOM
$24.50M
7 %

582,553

DFAS
DFAS

DIMENSIONAL ETF TRUST

US SMALL CAP ETF
$20.77M
6 %

347,698

HOMB
HOMB

HOME BANCSHARES INC

COM
$20.75M
6 %

733,887

DFAI
DFAI

DIMENSIONAL ETF TRUST

INTL CORE EQT MK
$20.35M
6 %

651,624

VNQ
VNQ

VANGUARD INDEX FDS

REAL ESTATE ETF
$18.15M
5 %

200,427

VCSH
VCSH

VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD
$10.44M
3 %

132,231

DFEM
DFEM

DIMENSIONAL ETF TRUST

EMERGING MKTS CO
$9.16M
3 %

346,070

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