DecisionPoint Financial, LLC
Q2 2025 13F Holdings
- Locationmesa, AZ
- Num holdings
643
- Value ($000)
$391,573
- Date Filed08/13/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $121.18M | 31 % | 3,362,415 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $41.48M | 11 % | 502,241 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $34.65M | 9 % | 1,115,611 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $24.98M | 6 % | 723,558 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $24.93M | 6 % | 589,893 | ||
DFAS DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $24.13M | 6 % | 373,022 | ||
HOMB HOME BANCSHARES INC | COM | 436893200 | $19.74M | 5 % | 672,487 | ||
VNQ VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $18.68M | 5 % | 208,194 | ||
DFEM DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $10.42M | 3 % | 350,169 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $10.40M | 3 % | 131,378 |
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