DecisionPoint Financial, LLC 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
DF
DecisionPoint Financial, LLC
Institutional Filer 2.07%$463.9M679

Current Portfolio Holdings

Showing all 679 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1DFACDIMENSIONAL ETF TRUST3.8M$147.3M31.76%
2DFICDIMENSIONAL ETF TRUST1.4M$50.4M10.87%
3VCITVANGUARD SCOTTSDALE FDS547K$45.3M9.76%
4DFASDIMENSIONAL ETF TRUST424K$30.1M6.49%
5DFCFDIMENSIONAL ETF TRUST632K$26.7M5.76%
6DFAIDIMENSIONAL ETF TRUST683K$26.6M5.73%
7VNQVANGUARD INDEX FDS270K$23.9M5.16%
8HOMBHome Bancshares, Inc.Financial Services582K$15.7M3.38%
9DFEMDIMENSIONAL ETF TRUST437K$15.1M3.25%
10VCSHVANGUARD SCOTTSDALE FDS157K$12.4M2.68%
11DCORDIMENSIONAL ETF TRUST166K$11.9M2.57%
12DFAEDIMENSIONAL ETF TRUST248K$8.4M1.81%
13SLQDISHARES TR96K$4.9M1.05%
14DFARDIMENSIONAL ETF TRUST194K$4.6M0.99%
15VTIVANGUARD INDEX FDS12K$4.0M0.86%
Showing 1 to 15 of 679 holdings
DecisionPoint Financial, LLC 13F Portfolio Holdings & Trades (Q1 2026) | VCP Scanner