13F Insight
DOSSIER · 13F-HR · Q2 2026

DecisionPoint Financial, LLC

$540M in tracked AUM across 1,429 positions as of Q2 2026.

DF
CIK 0001938514 · last filed Jun 30, 2026
Total AUM
$540M
as of Q2 2026
Holdings
1,429
—
positions
Whale Score
66
66
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026
Comprehensive SEC 13F Analysis: DecisionPoint Financial, LLC
1. Portfolio Overview

DecisionPoint Financial, LLC manages a substantial portfolio valued at approximately $428.85 million as of September 30, 2025. This represents a robust growth of +9.5% from the previous quarter's value of $391.57 million. The portfolio is highly diversified, comprising 669 total holdings, which suggests a broad-based investment approach likely designed to mitigate specific idiosyncratic risk.

T...

2. Key Holdings

The portfolio is characterized by extreme concentration in a specific family of funds. The top holding, DFAC (Dimensional US Core Equity 2 ETF), commands a dominant position, accounting for 31.92% of the total portfolio value ($136.9M). This indicates a strong conviction in Dimensional's investment philosophy, which typically emphasizes value and small-cap premiums.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DFAC
DIMENSIONAL ETF TRUST
$180M4.1M33.3%02
DFIC
DIMENSIONAL ETF TRUST
$59M1.6M10.9%03
VCIT
VANGUARD SCOTTSDALE FDS
$49M601K9.2%04
DFAS
DIMENSIONAL ETF TRUST
$37M451K6.9%05
DFCF
DIMENSIONAL ETF TRUST
$30M702K5.5%06
VNQ
VANGUARD INDEX FDS
$28M293K5.3%07
DFAI
DIMENSIONAL ETF TRUST
$28M681K5.2%08
DFEM
DIMENSIONAL ETF TRUST
$19M475K3.5%09
VCSH
VANGUARD SCOTTSDALE FDS
$15M188K2.7%10
HOMB
HOME BANCSHARES INC
$14M489K2.6%

Filing history

2026Q2Jun 30
$540M▲ 16.4%
1,429 positionsView →2026Q1Mar 31
$464M▲ 2.1%
692 positionsView →2025Q4Dec 31
$454M▲ 6.0%
740 positionsView →2025Q3Sep 30
$429M▲ 9.5%
669 positionsView →2025Q2Jun 30
$392M▲ 13.6%
656 positionsLocked2025Q1Mar 31
$345M▲ 5.3%
265 positionsLocked2024Q4Dec 31
$327M▲ 3.6%
273 positionsLocked2024Q3Sep 30
$316M▲ 5.9%
251 positionsLocked2024Q2Jun 30
$298M▲ 18.7%
250 positionsLocked2024Q1Mar 31
$251M▲ 7.8%
285 positionsLocked2023Q4Dec 31
$233M▲ 21.9%
222 positionsLocked2023Q3Sep 30
$191M▼ 0.3%
254 positionsLocked
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