Institutional Manager · CIK 0001938514
DecisionPoint Financial, LLC
MESA, AZ · File #028-23389
Latest AUM
$454.5M
Positions
740
Top-10 Concentration
86.7%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025740 pos · $454.5M
- 13F HOLDINGS REPORTQ/E Sep 2025669 pos · $428.9M
- 13F HOLDINGS REPORTQ/E Jun 2025656 pos · $391.6M
- 13F HOLDINGS REPORTQ/E Mar 2025265 pos · $344.7M
- 13F HOLDINGS REPORTQ/E Dec 2024273 pos · $327.3M
- 13F HOLDINGS REPORTQ/E Sep 2024251 pos · $315.9M
- 13F HOLDINGS REPORTQ/E Jun 2024250 pos · $298.2M
- 13F HOLDINGS REPORTQ/E Mar 2024285 pos · $251.3M
- 13F HOLDINGS REPORTQ/E Dec 2023254 pos · $191.3M
- 13F HOLDINGS REPORTQ/E Sep 2023197 pos · $173.1M
- 13F HOLDINGS REPORTQ/E Sep 2023197 pos · $191.9M
- 13F HOLDINGS REPORTQ/E Sep 2023200 pos · $164.5M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V708 | 3,738,699 | $148.0M | 33.19% |
| 2 | DIMENSIONAL ETF TRUST | 25434V799 | 1,388,676 | $47.9M | 10.73% |
| 3 | VANGUARD SCOTTSDALE FDS | 92206C870 | 535,323 | $44.8M | 10.05% |
| 4 | DIMENSIONAL ETF TRUST | 25434V500 | 414,750 | $28.9M | 6.48% |
| 5 | DIMENSIONAL ETF TRUST | 25434V872 | 615,943 | $26.2M | 5.88% |
| 6 | DIMENSIONAL ETF TRUST | 25434V203 | 678,733 | $25.9M | 5.80% |
| 7 | VANGUARD INDEX FDS | 922908553 | 259,631 | $23.0M | 5.15% |
| 8 | HOME BANCSHARES INC | HOMB | 586,705 | $16.3M | 3.65% |
| 9 | DIMENSIONAL ETF TRUST | 25434V732 | 429,598 | $14.2M | 3.19% |
| 10 | VANGUARD SCOTTSDALE FDS | 92206C409 | 145,311 | $11.6M | 2.60% |
| 11 | DIMENSIONAL ETF TRUST | 25434V625 | 109,934 | $8.1M | 1.82% |
| 12 | DIMENSIONAL ETF TRUST | 25434V302 | 245,743 | $8.0M | 1.79% |
| 13 | ISHARES TR | 46434V100 | 93,546 | $4.7M | 1.06% |
| 14 | DIMENSIONAL ETF TRUST | 25434V823 | 184,746 | $4.2M | 0.95% |
| 15 | VANGUARD INDEX FDS | 922908769 | 12,450 | $4.2M | 0.94% |
| 16 | MICROSOFT CORP | MSFT | 6,500 | $3.1M | 0.70% |
| 17 | APPLE INC | AAPL | 11,420 | $3.1M | 0.70% |
| 18 | SCHWAB STRATEGIC TR | 808524698 | 111,670 | $2.6M | 0.58% |
| 19 | VANGUARD INDEX FDS | 922908751 | 8,566 | $2.2M | 0.50% |
| 20 | ISHARES TR | 46436E718 | 16,189 | $1.6M | 0.36% |