DF
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DecisionPoint Financial, LLC13F | |
| DecisionPoint Financial, LLC | |
| Last update 2025-05-02 | 254 Stocks (18 new) |
| Value $345.00 Mil | Turnover 7 % |
DecisionPoint Financial, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFAC | Dimensional U.S. Core Equity 2 ETF | 3,194,161 | 105,375.4 | +6.51% | 30.570 | +1.87% | 0.330 | +15.26% | +4.39% | 35,134.7 | ||
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 485,708 | 39,711.5 | +3.81% | 11.520 | +0.42% | 0.080 | +1.67% | +1.84% | 53,014.7 | ||
DFIC |
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
| 1,081,724 | 30,039.5 | +14.12% | 8.720 | +1.08% | 0.360 | +11.69% | +19.04% | 9,597.1 | ||
DFCF | Dimensional Core Fixed Income ETF | 582,553 | 24,502.2 | +7.22% | 7.110 | +0.48% | 0.370 | +0.65% | +1.28% | 7,085.1 | ||
DFAS | Dimensional U.S. Small Cap ETF | 347,698 | 20,775.0 | +9.45% | 6.030 | +0.52% | 0.220 | +15.52% | -1.17% | 10,381.0 | ||
HOMB | Home BancShares Inc | 733,887 | 20,747.0 | -1.95% | 6.020 | -0.13% | 0.370 | +9.94% | +2.03% | 5,627.7 | Banks | |
DFAI |
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
| 651,624 | 20,350.2 | -2.72% | 5.900 | -0.16% | 0.220 | +10.73% | +17.02% | 10,425.3 | ||
VNQ | Vanguard Real Estate Index Fund ETF | 200,427 | 18,146.6 | +6.36% | 5.260 | +0.31% | 0.050 | +3.96% | -0.08% | 33,138.0 | ||
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 132,231 | 10,438.4 | +10.01% | 3.030 | +0.28% | 0.030 | +0.79% | +1.22% | 34,885.6 | ||
DFEM |
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
| 346,070 | 9,157.0 | +22.95% | 2.660 | +0.50% | 0.190 | +17.41% | +14.72% | 5,699.5 |
DecisionPoint Financial, LLC's Historical Top Holdings Breakdowns
DecisionPoint Financial, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
DFAC | Dimensional U.S. Core Equity 2 ETF | 2025-03-31 | Add Add | +1.87% | 32.42 ($34.71) 36.1 | $36.11 | 4.03% | Add 6.51% | 3,194,161 | 195,363 | |
DFIC |
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
| 2025-03-31 | Add Add | +1.08% | 25.54 ($27.31) 28.8 | $30.76 | 12.63% | Add 14.12% | 1,081,724 | 133,841 | |
DFAS | Dimensional U.S. Small Cap ETF | 2025-03-31 | Add Add | +0.52% | 58.81 ($64.31) 68.2 | $64.32 | 0.02% | Add 9.45% | 347,698 | 30,022 | |
DFEM |
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
| 2025-03-31 | Add Add | +0.50% | 25.35 ($26.59) 27.46 | $30.05 | 12.99% | Add 22.95% | 346,070 | 64,604 | |
DFCF | Dimensional Core Fixed Income ETF | 2025-03-31 | Add Add | +0.48% | 40.79 ($41.67) 42.32 | $41.80 | 0.31% | Add 7.22% | 582,553 | 39,244 | |
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 2025-03-31 | Add Add | +0.42% | 79.17 ($80.9) 82.04 | $81.75 | 1.05% | Add 3.81% | 485,708 | 17,834 | |
DCOR | Dimensional US Core Equity 1 ETF | 2025-03-31 | Add Add | +0.35% | 60.24 ($64.43) 67.06 | $67.30 | 4.45% | Add 973.22% | 22,044 | 19,990 | |
VNQ | Vanguard Real Estate Index Fund ETF | 2025-03-31 | Add Add | +0.31% | 85.55 ($90.76) 94.34 | $89.01 | -1.93% | Add 6.36% | 200,427 | 11,992 | |
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 2025-03-31 | Add Add | +0.28% | 77.7 ($78.41) 78.94 | $78.96 | 0.70% | Add 10.01% | 132,231 | 12,036 | |
SCHB | Schwab U.S. Broad Market ETF | 2025-03-31 | New Buy New Buy | +0.21% | 21.23 ($22.75) 23.75 | $24.00 | 5.49% | New holding | 33,423 | 33,423 |
DecisionPoint Financial, LLC Total Holding History ($B)
DecisionPoint Financial, LLC's Asset Allocation
DecisionPoint Financial, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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DecisionPoint Financial, LLC's Hypothetical Growth since 2025-03-31
DecisionPoint Financial, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
DecisionPoint Financial, LLC's Holdings Heat Map
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DecisionPoint Financial, LLC's Holdings Bubble Chart
DecisionPoint Financial, LLC News
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