DecisionPoint Financial, LLC
Q4 2024 13F Holdings
- Locationmesa, AZ
- Num holdings
263
- Value ($000)
$327,273
- Date Filed01/28/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $103.73M | 32 % | 2,998,798 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $37.56M | 12 % | 467,874 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $24.50M | 8 % | 947,883 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $22.42M | 7 % | 543,309 | ||
HOMB HOME BANCSHARES INC | COM | 436893200 | $21.18M | 7 % | 748,467 | ||
DFAS DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $20.67M | 6 % | 317,676 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $19.56M | 6 % | 669,871 | ||
VNQ VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $16.79M | 5 % | 188,435 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $9.38M | 3 % | 120,195 | ||
DFEM DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $7.37M | 2 % | 281,466 |
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