DecisionPoint Financial, LLC
Q3 2025 13F Holdings
- Locationmesa, AZ
- Num holdings
656
- Value ($000)
$428,851
- Date Filed11/10/2025
- Form type13F-HR
- CIK0001938514
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $136.90 M | 32 % | 3,541,038 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $44.11 M | 10 % | 524,622 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $41.23 M | 10 % | 1,252,178 | ||
DFAS DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $27.41 M | 6 % | 399,235 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $25.83 M | 6 % | 602,294 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $25.55 M | 6 % | 698,348 | ||
VNQ VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $21.48 M | 5 % | 234,548 | ||
HOMB HOME BANCSHARES INC | COM | 436893200 | $18.68 M | 4 % | 663,020 | ||
DFEM DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $12.48 M | 3 % | 386,001 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $11.02 M | 3 % | 138,098 |
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