account_balance

Investment manager · 13F filer · SEC CIK 1938514

DecisionPoint Financial, LLC

Reported value$574Mas of Sep 30, 2026
Positions1,419 79 new, 76 sold out
Top 10 weight84.1%DFAC alone is 33%
FiledOct 2727 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DFAC Dimensional ETF Trust 33.4% Added +6%
DFIC Dimensional ETF Trust 11.2% Added +9%
VCIT Vanguard Scottsdale FDS 8.9% Added +9%
DFAS Dimensional ETF Trust 6.5% Added +6%
DFCF Dimensional ETF Trust 5.3% Added +7%
VNQ Vanguard Index FDS 5.0% Added +9%
DFAI Dimensional ETF Trust 4.9% Held
DFEM Dimensional ETF Trust 3.6% Added +9%
VCSH Vanguard Scottsdale FDS 2.7% Added +6%
DCOR Dfa Invt Dimensions Group In 2.6% Added +6%
HOMB Home Bancshares Inc 2.3% Trimmed −4%
DFAE Dimensional ETF Trust 1.5% Trimmed −3%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 27, 2026, compared with the Aug 5, 2026 filing
add_circleNew
  • MDY $285K
  • CVE $95K
  • DFUV $69.4K
  • AGG $61.3K
arrow_upwardAdded
  • SGOV +210%
  • BND +17%
  • SCHI +13%
  • VNQ +9%
arrow_downwardTrimmed
  • SLQD −5%
  • HOMB −4%
  • DFAE −3%
remove_circleSold out
  • DVY $65K
  • IQDF $35.8K
  • QDF $28.2K
  • EDV $25.4K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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