DF

DecisionPoint Financial, LLC

13F
DecisionPoint Financial, LLC
Last update 2025-05-02 254 Stocks (18 new)
Value $345.00 Mil Turnover 7 %
Countries:
Top Holdings: DFAC(30.57%)VCIT(11.52%)DFIC(8.72%)DFCF(7.11%)DFAS(6.03%)
Summary Stock Picks Current Portfolio
DecisionPoint Financial, LLC Top Holdings of 2025-03-31 View Full List
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
+16.29%
+5.93%
35,342.8
 
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
+3.63%
+4.54%
52,944.2
 
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
+15.21%
+22.31%
9,656.6
 
DFCF
Dimensional Core Fixed Income ETF
582,553
24,502.2
+7.22%
7.110
+0.48%
0.370
+2.59%
+3.64%
7,040.9
 
DFAS
Dimensional U.S. Small Cap ETF
347,698
20,775.0
+9.45%
6.030
+0.52%
0.220
+17.76%
+1.17%
10,501.9
 
HOMB
Home BancShares Inc
733,887
20,747.0
-1.95%
6.020
-0.13%
0.370
+15.25%
+5.64%
5,827.2
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
+14.21%
+20.17%
10,490.2
 
VNQ
Vanguard Real Estate Index Fund ETF
200,427
18,146.6
+6.36%
5.260
+0.31%
0.050
+6.87%
+3.46%
33,513.6
 
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
+2.14%
+3.54%
34,907.7
 
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
+17.75%
+15.44%
5,656.0
 

DecisionPoint Financial, LLC's Historical Top Holdings Breakdowns

DecisionPoint Financial, LLC's Top Stock Picks View Full List
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
$36.44
4.98%
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
$31.08
13.80%
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
$65.52
1.88%
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
$29.91
12.49%
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
$41.96
0.70%
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
$82.00
1.36%
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
$67.94
5.44%
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
$90.34
-0.46%
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
$79.05
0.82%
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
$24.13
6.07%
New holding
33,423
33,423

DecisionPoint Financial, LLC Total Holding History ($B)

To

DecisionPoint Financial, LLC's Asset Allocation

To

DecisionPoint Financial, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

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

Size field:

DecisionPoint Financial, LLC's Holdings Bubble Chart

DecisionPoint Financial, LLC News

  • 1

Discussions on DecisionPoint Financial, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.