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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

DecisionPoint Financial, LLC

Quarter ended Q3 2024 · Filed October 29, 2024 · Accession 0001938514-24-000006

Total Value
$315.9M
Positions
251
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (251)

#IssuerTicker / CUSIPSharesValue% of Filing
1DIMENSIONAL ETF TRUST25434V7082,840,969$97.4M30.84%
2VANGUARD SCOTTSDALE FDS92206C870441,489$37.0M11.71%
3DIMENSIONAL ETF TRUST25434V872503,781$21.8M6.89%
4DIMENSIONAL ETF TRUST25434V799763,826$21.5M6.80%
5HOME BANCSHARES INCHOMB775,049$21.0M6.65%
6DIMENSIONAL ETF TRUST25434V203645,565$20.5M6.49%
7DIMENSIONAL ETF TRUST25434V500297,259$19.3M6.10%
8VANGUARD INDEX FDS922908553179,306$17.5M5.53%
9VANGUARD SCOTTSDALE FDS92206C409104,525$8.3M2.63%
10DIMENSIONAL ETF TRUST25434V732234,121$6.6M2.09%
11DIMENSIONAL ETF TRUST25434V302206,184$5.7M1.79%
12ISHARES TR46434V100109,079$5.5M1.74%
13DIMENSIONAL ETF TRUST25434V823180,034$4.6M1.46%
14MICROSOFT CORPMSFT7,577$3.3M1.03%
15SCHWAB STRATEGIC TR80852469868,819$3.2M1.01%
16APPLE INCAAPL11,026$2.6M0.81%
17VANGUARD INDEX FDS9229087694,856$1.4M0.44%
18MARRIOTT INTL INC NEW5719032024,763$1.2M0.37%
19VANGUARD INDEX FDS9229083632,129$1.1M0.36%
20VANGUARD TAX-MANAGED FDS92194385814,940$788,9820.25%
21VANGUARD INTL EQUITY INDEX F92204285815,641$748,4220.24%
22REPUBLIC SVCS INC7607591003,450$692,8980.22%
23AMAZON COM INCAMZN3,516$655,1370.21%
24DIMENSIONAL ETF TRUST25434V70818,791$644,3440.20%
25META PLATFORMS INCMETA964$551,8890.17%
26DIMENSIONAL ETF TRUST25434V88019,995$540,0650.17%
27GLADSTONE LD CORP37654910138,700$537,9300.17%
28DIMENSIONAL ETF TRUST25434V10413,270$526,6930.17%
29ISHARES TR4642876141,308$490,9980.16%
30DIMENSIONAL ETF TRUST25434V84910,098$490,1570.16%
31VANGUARD INDEX FDS9229087511,921$455,6810.14%
32VANGUARD SCOTTSDALE FDS92206C8704,202$351,9180.11%
33NVIDIA CORPORATIONNVDA2,798$339,8490.11%
34DIMENSIONAL ETF TRUST25434V6175,106$324,0430.10%
35VANGUARD INTL EQUITY INDEX F9220427422,695$322,5920.10%
36CITIGROUP INCC-PR4,000$250,4000.08%
37REGIONS FINANCIAL CORP NEWRF-PF10,708$249,8180.08%
38ISHARES TR46436E7182,438$245,5560.08%
39ALPHABET INCGOOG1,480$245,5030.08%
40AMERICAN EXPRESS COAXP825$223,6130.07%
41SCHWAB STRATEGIC TR8085245082,461$204,4690.06%
42DIMENSIONAL ETF TRUST25434V8724,705$203,2090.06%
43BERKSHIRE HATHAWAY INC DELBRK-A365$167,9950.05%
44DIMENSIONAL ETF TRUST25434V7995,850$164,6190.05%
45HOME DEPOT INCHD400$162,0800.05%
46ISHARES TR464287200268$154,8680.05%
47TERADYNE INCTER1,000$133,9300.04%
48CRISPR THERAPEUTICS AGCRSP2,750$129,1950.04%
49JPMORGAN CHASE & CO.VYLD610$128,6250.04%
50VANGUARD SCOTTSDALE FDS92206C4091,606$127,5490.04%
51DIMENSIONAL ETF TRUST25434V5001,870$121,2890.04%
52ISHARES TR4642874651,444$120,7620.04%
53VANGUARD SCOTTSDALE FDS92206C5651,674$118,2020.04%
54MERCK & CO INCMRK1,000$113,5600.04%
55CLEAN HARBORS INCCLH465$112,3960.04%
56VANGUARD BD INDEX FDS9219378271,417$111,5040.04%
57VANGUARD INDEX FDS9229085531,135$110,5720.04%
58VANGUARD INDEX FDS922908629406$107,1150.03%
59ORACLE CORPORCL-PD625$106,5000.03%
60CONOCOPHILLIPSCOP1,000$105,2800.03%
61DIMENSIONAL ETF TRUST25434V6251,651$104,5750.03%
62VANGUARD WORLD FD92204A702177$103,8150.03%
63AMPLIFY ETF TR0321086641,500$102,4200.03%
64XYLEM INCXYL750$101,2730.03%
65TWO RDS SHARED TR90214Q7335,841$99,2540.03%
66VANECK ETF TRUST92189F6921,000$95,0300.03%
67ALPHABET INCGOOG545$91,1290.03%
68PARKER-HANNIFIN CORPPH135$85,2960.03%
69PFIZER INCPFE2,771$80,1930.03%
70SUMMIT MATLS INC86614U1002,034$79,3880.03%
71ON SEMICONDUCTOR CORPON1,000$72,6100.02%
72ADVANCED MICRO DEVICES INCAMD409$67,1090.02%
73PHILLIPS 66PSX500$65,7250.02%
74CVS HEALTH CORPCVS1,000$62,8800.02%
75INTUITINTU100$62,1000.02%
76GENERAL MLS INC370334104836$61,7390.02%
77SHOPIFY INCSHOP750$60,1050.02%
78DIMENSIONAL ETF TRUST25434V7322,092$58,8900.02%
79AMERICAN INTL GROUP INC026874784800$58,5840.02%
80PURE STORAGE INC74624M1021,150$57,7760.02%
81GRAPHIC PACKAGING HLDG COGPK1,951$57,7310.02%
82JOHNSON & JOHNSONJNJ355$57,5320.02%
83NIKE INCNKE640$56,5760.02%
84INVESCO EXCHANGE TRADED FD TIVZ800$56,4320.02%
85HP INCHPQ1,506$54,0210.02%
86PAYCHEX INCPAYX394$52,8710.02%
87DIMENSIONAL ETF TRUST25434V7811,812$52,6470.02%
88TWO RDS SHARED TR90214Q7665,647$52,0660.02%
89CONSOLIDATED EDISON INCED500$52,0650.02%
90ISHARES TR464287150408$51,2530.02%
91PEPSICO INCPEP300$51,0150.02%
92DELL TECHNOLOGIES INCDELL422$50,0760.02%
93VANGUARD BD INDEX FDS921937835664$49,8740.02%
94ISHARES TR464287655208$45,9460.01%
95CHEVRON CORP NEWCVX300$44,1810.01%
96CISCO SYS INCCSCO810$43,1090.01%
97PROGRESSIVE CORP743315103160$40,6020.01%
98LKQ CORPLKQ988$39,4410.01%
99DIMENSIONAL ETF TRUST25434V8071,035$39,4130.01%
100FEDEX CORPFDX143$39,1370.01%
101PROCTER AND GAMBLE CO742718109225$38,9700.01%
102HA SUSTAINABLE INFRA CAP INC41068X1001,000$34,4700.01%
103TESLA INCTSLA128$33,4890.01%
104SPDR SER TR78464A847612$33,4650.01%
105BERRY GLOBAL GROUP INC08579W103491$33,3790.01%
106VANGUARD SCOTTSDALE FDS92206C102560$33,0520.01%
107SELECT SECTOR SPDR TR81369Y704243$32,9120.01%
108MID-AMER APT CMNTYS INC59522J103200$31,7800.01%
109STARBUCKS CORPSBUX325$31,6850.01%
110SOUNDHOUND AI INCSOUNW6,781$31,6000.01%
111KNIGHT-SWIFT TRANSN HLDGS IN499049104564$30,4280.01%
112DIMENSIONAL ETF TRUST25434V7651,017$28,1610.01%
113YUM BRANDS INCYUM200$27,9420.01%
114GENERAL DYNAMICS CORPGD92$27,8830.01%
115RTX CORPORATIONRTX220$26,6560.01%
116ISHARES TR464287804225$26,3220.01%
117ISHARES TR464287507420$26,1750.01%
118BRISTOL-MYERS SQUIBB COCELG-RI505$26,1290.01%
119DIMENSIONAL ETF TRUST25434V740910$25,8990.01%
120QUALYS INCQLYS200$25,6920.01%
121ISHARES TR464287309265$25,3740.01%
122COCA COLA COKO350$25,1510.01%
123AT&T INCT-PC1,100$24,2000.01%
124UNITEDHEALTH GROUP INCUNH40$23,3880.01%
125DIMENSIONAL ETF TRUST25434V864486$23,1950.01%
126MICRON TECHNOLOGY INCMU220$22,7790.01%
127MASCO CORPMAS268$22,4960.01%
128CROWN HLDGS INCCCK229$21,9570.01%
129SNAP ON INCSNA74$21,4390.01%
130ISHARES TR46432F396102$20,6820.01%
131WALMART INCWMT256$20,6720.01%
132DOMINION ENERGY INCD355$20,5160.01%
133SELECT SECTOR SPDR TR81369Y407101$20,2380.01%
134SUPER MICRO COMPUTER INCSMCI47$19,5710.01%
135NNN REIT INCNNN400$19,3960.01%
136DIMENSIONAL ETF TRUST25434V203588$18,6870.01%
137VANGUARD WORLD FD92204A405169$18,5750.01%
138TEXAS INSTRS INC88250810489$18,3850.01%
139ROYAL CARIBBEAN GROUPV7780T103100$17,7360.01%
140CARRIER GLOBAL CORPORATIONCARR220$17,7080.01%
141HOST HOTELS & RESORTS INCHST935$16,4560.01%
142ISHARES TR46428740881$15,9710.01%
143FIDELITY COVINGTON TRUST316092857516$15,2120.00%
144PINNACLE FINL PARTNERS INC72346Q104148$14,5000.00%
145ALLY FINL INC02005N100400$14,2360.00%
146ELI LILLY & COLLY16$14,1930.00%
147PUBLIC STORAGE OPER COPSA-PS39$14,1910.00%
148ISHARES TR46428710151$14,1150.00%
149SPDR S&P 500 ETF TRSPY24$13,8150.00%
150VALERO ENERGY CORPVLO100$13,5030.00%
151WISDOMTREE TRWT126$13,3560.00%
152VANGUARD INDEX FDS92290861166$13,2520.00%
153EXXON MOBIL CORPXOM111$13,0120.00%
154AMERICAN HOMES 4 RENTAMH-PG335$12,8610.00%
155DIMENSIONAL ETF TRUST25434V666415$12,7870.00%
156DIMENSIONAL ETF TRUST25434V815410$12,6280.00%
157SPDR INDEX SHS FDS78463X202237$12,6180.00%
158INTEL CORPINTC532$12,4810.00%
159SCHWAB STRATEGIC TR808524607240$12,3600.00%
160DOLLAR GEN CORP NEW256677105144$12,1790.00%
161OTIS WORLDWIDE CORPOTIS110$11,4340.00%
162DIMENSIONAL ETF TRUST25434V302400$10,9640.00%
163HEALTHCARE RLTY TR42226K105600$10,8900.00%
164ISHARES INC46434G103187$10,7360.00%
165LENDINGCLUB CORPLC900$10,2870.00%
166ALTRIA GROUP INCMO200$10,2080.00%
167BLUE OWL CAPITAL CORPORATIONOWL700$10,1990.00%
168PROLOGIS INC.PLDGP80$10,1030.00%
169ISHARES TR46432F842128$9,9910.00%
170CATERPILLAR INCCAT25$9,7780.00%
171DEERE & CODE23$9,5990.00%
172SOUTHWEST AIRLS CO844741108306$9,0670.00%
173YUM CHINA HLDGS INCYUMC200$9,0040.00%
174VERIZON COMMUNICATIONS INCVZ200$8,9820.00%
175ROBLOX CORPRBLX200$8,8520.00%
176VANGUARD INDEX FDS92290873623$8,8310.00%
177BARCLAYS PLCBCLYF700$8,5050.00%
178MANNKIND CORPMNKD1,348$8,4790.00%
179COMCAST CORP NEWCCZ200$8,3540.00%
180LINDE PLCLIN17$8,1070.00%
181NOVO-NORDISK A SNONOF66$7,8590.00%
182SELECT SECTOR SPDR TR81369Y20951$7,8560.00%
183FIDELITY COVINGTON TRUST316092709108$7,7950.00%
184SHELL PLCRYDAF100$6,5950.00%
185VIATRIS INCVTRS557$6,4670.00%
186VANGUARD INDEX FDS92290874436$6,2850.00%
187CROWN CASTLE INCCCI50$5,9320.00%
188ENTERPRISE PRODS PARTNERS L293792107200$5,8220.00%
189DISNEY WALT CO25468710659$5,6760.00%
190SELECT SECTOR SPDR TR81369Y80325$5,6440.00%
191TAIWAN SEMICONDUCTOR MFG LTD87403910032$5,5580.00%
192PALANTIR TECHNOLOGIES INCPLTR145$5,3940.00%
193INVESCO QQQ TRIVZ11$5,3690.00%
194KIMBELL RTY PARTNERS LP49435R102311$5,0090.00%
195ZOOM VIDEO COMMUNICATIONS INZM68$4,7430.00%
196TRAEGER INCCOOK1,208$4,4460.00%
197PALO ALTO NETWORKS INCPANW13$4,4440.00%
198DIANA SHIPPING INCDSX-WT1,709$4,3930.00%
199UBS GROUP AGUBS136$4,2040.00%
200WASTE MGMT INC DEL94106L10920$4,1520.00%
201INVESCO ACTVELY MNGD ETC FDIVZ308$4,1370.00%
202ENBRIDGE INCENNPF100$4,0610.00%
203MGM RESORTS INTERNATIONALMGM100$3,9120.00%
204MITSUBISHI UFJ FINL GROUP IN606822104372$3,7870.00%
2053M COMMM25$3,4360.00%
206ASML HOLDING N VASMLF4$3,3330.00%
207VICI PPTYS INC925652109100$3,3310.00%
208COLUMBIA BKG SYS INC197236102126$3,2900.00%
209CANADIAN IMPERIAL BK COMMCNDIF52$3,1900.00%
210SONY GROUP CORPSNEJF32$3,0910.00%
211GLOBAL X FDS37954Y871100$2,8610.00%
212NETFLIX INCNFLX4$2,8380.00%
213VERRA MOBILITY CORPVRRM100$2,7810.00%
214VANGUARD INDEX FDS92290859510$2,6740.00%
215DAQO NEW ENERGY CORPDQ125$2,5470.00%
216ROCKET LAB USA INCRKLB247$2,4040.00%
217TOYOTA MOTOR CORPTOYOF13$2,3220.00%
218BOEING COBA-PA15$2,2810.00%
219DRAFTKINGS INC NEWDKNG55$2,1560.00%
220TOTALENERGIES SETTE33$2,1330.00%
221ENI S P A26874R10867$2,0310.00%
222DELTA AIR LINES INC DELDAL38$1,9310.00%
223UNITED STATES STL CORP NEWUNTCW54$1,9080.00%
224CARNIVAL CORPCUKPF100$1,8480.00%
225SCHWAB CHARLES CORPSCHW-PJ28$1,8220.00%
226APPLIED MATLS INC0382221059$1,8190.00%
227LUMINAR TECHNOLOGIES INCLAZRQ2,000$1,8000.00%
228ISHARES TR46428827326$1,7610.00%
229AON PLCAON5$1,7300.00%
230SALESFORCE INCCRM6$1,6430.00%
231BIGBEAR AI HLDGS INCBBAI-WT1,000$1,4600.00%
232SELECT SECTOR SPDR TR81369Y30817$1,4190.00%
233RYANAIR HOLDINGS PLCRYAOF27$1,2200.00%
234ADOBE INCADBE2$1,0360.00%
235SCHWAB STRATEGIC TR80852420114$9290.00%
236MARA HOLDINGS INCMARA56$9090.00%
237LULULEMON ATHLETICA INCLULU3$8150.00%
238SELECT SECTOR SPDR TR81369Y1005$4820.00%
239SOLVENTUM CORPSOLV6$4190.00%
240WABTEC9297401081$1820.00%
241DIANA SHIPPING INCDSX-WT315$1420.00%
242PELOTON INTERACTIVE INCPTON29$1360.00%
243BANK AMERICA CORP0605051043$1200.00%
244EATON VANCE TAX-MANAGED BUY-ETN8$1130.00%
245CANOO INC13803R20186$850.00%
246TREVENA INC89532E30722$830.00%
247UBER TECHNOLOGIES INCUBER1$760.00%
248GOPRO INCGPRO54$740.00%
249DMC GLOBAL INCBOOM5$650.00%
250UNDER ARMOUR INCUA1$90.00%
251CLOVER HEALTH INVESTMENTS COCLOV3$90.00%