Institutional Fund
Decisionpoint Financial, LLC
Mesa, AZCIK 19385145 filings on record
Portfolio Value
$463.89M
Q1 2026
Holdings
678
Reported positions
New Buys
17
Opened this quarter
QoQ Change
+2.1%
from $454.49M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust31.8%
- Dimensional ETF Trust10.9%
- Vanguard Scottsdale Fds9.8%
- Dimensional ETF Trust6.5%
- Dimensional ETF Trust5.8%
- Dimensional ETF Trust5.7%
- Other29.6%
Portfolio Holdings
678 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 3.79M | $147.34M | 31.8% | +45.7K | Added |
| 2 | Dimensional ETF Trust | 1.42M | $50.43M | 10.9% | +30.4K | Added |
| 3 | Vanguard Scottsdale Fds | 546.9K | $45.25M | 9.8% | +7.2K | Added |
| 4 | Dimensional ETF Trust | 423.6K | $30.13M | 6.5% | +7.9K | Added |
| 5 | Dimensional ETF Trust | 632.4K | $26.70M | 5.8% | +11.0K | Added |
| 6 | Dimensional ETF Trust | 682.6K | $26.59M | 5.7% | −1.6K | Reduced |
| 7 | Vanguard Index Fds | 269.7K | $23.92M | 5.2% | +9.4K | Added |
| 8 | Home Bancshares Inc | 581.6K | $15.66M | 3.4% | −5.1K | Reduced |
| 9 | Dimensional ETF Trust | 436.6K | $15.09M | 3.3% | +6.9K | Added |
| 10 | Vanguard Scottsdale Fds | 157.0K | $12.44M | 2.7% | +9.5K | Added |
668 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio