What does DecisionPoint Financial, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 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...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

DFAC

DIMENSIONAL ETF TRUST

$147M3.8M31.8%

DFIC

DIMENSIONAL ETF TRUST

$50M1.4M10.9%

VCIT

VANGUARD SCOTTSDALE FDS

$45M547K9.8%

DFAS

DIMENSIONAL ETF TRUST

$30M424K6.5%

DFCF

DIMENSIONAL ETF TRUST

$27M632K5.8%

DFAI

DIMENSIONAL ETF TRUST

$27M683K5.7%

VNQ

VANGUARD INDEX FDS

$24M270K5.2%

HOMB

HOME BANCSHARES INC

$16M582K3.4%

DFEM

DIMENSIONAL ETF TRUST

$15M437K3.3%

VCSH

VANGUARD SCOTTSDALE FDS

$12M157K2.7%

Filing history

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