DecisionPoint Financial, LLC

Q3 2025 13F Holdings

  • Location
    mesa, AZ
  • Num holdings

    656

  • Value ($000)

    $428,851

  • Date Filed
    11/10/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
25434V708
$136.90M
32 %

3,541,038

V
VCIT

VANGUARD SCOTTSDALE FDS

INT-TERM CORP
92206C870
$44.11M
10 %

524,622

D
DFIC

DIMENSIONAL ETF TRUST

INTL CORE EQUITY
25434V799
$41.23M
10 %

1,252,178

D
DFAS

DIMENSIONAL ETF TRUST

US SMALL CAP ETF
25434V500
$27.41M
6 %

399,235

D
DFCF

DIMENSIONAL ETF TRUST

CORE FIXED INCOM
25434V872
$25.83M
6 %

602,294

D
DFAI

DIMENSIONAL ETF TRUST

INTL CORE EQT MK
25434V203
$25.55M
6 %

698,348

V
VNQ

VANGUARD INDEX FDS

REAL ESTATE ETF
922908553
$21.48M
5 %

234,548

H
HOMB

HOME BANCSHARES INC

COM
436893200
$18.68M
4 %

663,020

D
DFEM

DIMENSIONAL ETF TRUST

EMERGING MKTS CO
25434V732
$12.48M
3 %

386,001

V
VCSH

VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD
92206C409
$11.02M
3 %

138,098

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