DecisionPoint Financial, LLC
CIK: 0001938514SEC EDGAR →
Portfolio Value
$454.5M
Holdings
727
As of
Q4 2025
New Positions
35
Closed Positions
22
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 3,745,838 | $148.3M | 32.63% |
| 2 | DIMENSIONAL ETF TRUST | 1,389,047 | $47.9M | 10.53% |
| 3 | VANGUARD SCOTTSDALE FDS | 539,643 | $45.2M | 9.94% |
| 4 | DIMENSIONAL ETF TRUST | 415,630 | $29.0M | 6.37% |
| 5 | DIMENSIONAL ETF TRUST | 621,440 | $26.4M | 5.82% |
| 6 | DIMENSIONAL ETF TRUST | 684,213 | $26.1M | 5.74% |
| 7 | VANGUARD INDEX FDS | 260,291 | $23.0M | 5.07% |
| 8 | HOME BANCSHARES INC | 586,705 | $16.3M | 3.59% |
| 9 | DIMENSIONAL ETF TRUST | 429,703 | $14.2M | 3.13% |
| 10 | VANGUARD SCOTTSDALE FDS | 147,509 | $11.8M | 2.59% |
Quarterly Changes
Top Buys
New Positions (95)
$62K · 1K shares
$61K · 753 shares
$46K · 117 shares
$43K · 305 shares
$25K · 540 shares
$23K · 445 shares
$23K · 118 shares
$21K · 36 shares
$20K · 357 shares
$20K · 204 shares
$19K · 344 shares
$17K · 258 shares
$17K · 83 shares
$16K · 178 shares
$16K · 430 shares
$16K · 1K shares
$15K · 144 shares
$14K · 164 shares
$14K · 78 shares
$13K · 38 shares
$13K · 940 shares
$13K · 94 shares
$13K · 127 shares
$12K · 265 shares
$12K · 50 shares
$12K · 191 shares
$11K · 120 shares
$11K · 497 shares
$9K · 187 shares
$9K · 119 shares
$9K · 30 shares
$9K · 205 shares
$7K · 111 shares
$7K · 80 shares
$7K · 120 shares
$7K · 83 shares
$7K · 38 shares
$6K · 36 shares
$6K · 100 shares
$6K · 100 shares
$6K · 40 shares
$5K · 14 shares
$5K · 34 shares
$5K · 34 shares
$4K · 177 shares
$4K · 137 shares
$4K · 2K shares
$4K · 361 shares
$4K · 60 shares
$4K · 168 shares
$4K · 50 shares
$3K · 82 shares
$3K · 58 shares
$3K · 81 shares
$3K · 73 shares
$3K · 54 shares
$3K · 48 shares
$2K · 207 shares
$2K · 96 shares
$2K · 57 shares
$2K · 20 shares
$2K · 30 shares
$2K · 20 shares
$2K · 40 shares
$2K · 100 shares
$2K · 63 shares
$2K · 61 shares
$2K · 49 shares
$2K · 107 shares
$2K · 18 shares
$1K · 30 shares
$1K · 12 shares
$1K · 20 shares
$1K · 53 shares
$1K · 5 shares
$1K · 23 shares
$1K · 14 shares
$0 · 2 shares
$0 · 11 shares
$0 · 200 shares
$0 · 15 shares
$0 · 13 shares
$0 · 12 shares
$0 · 2 shares
$0 · 100 shares
$0 · 1 shares
$0 · 3 shares
$0 · 0 shares
$0 · 50 shares
$0 · 35 shares
$0 · 11 shares
$0 · 10 shares
$0 · 2 shares
$0 · 30 shares
$0 · 142 shares
Closed Positions (24)
$42.9M · 2K shares
$37.4M · 2K shares
$30.8M · 988 shares
$29.1M · 4K shares
$11.1M · 384 shares
$8.7M · 296 shares
$6.1M · 1K shares
$5.8M · 25 shares
$5.7M · 133 shares
$4.6M · 45 shares
$4.0M · 4 shares
$3.1M · 29 shares
$2.2M · 36 shares
$2.0M · 22 shares
$2.0M · 25 shares
$1.7M · 9 shares
$1.4M · 109 shares
WNS HLDGS LTD
$1.1M · 15 shares
$929K · 14 shares
$640K · 15 shares
$498K · 20 shares
$267K · 4 shares
$262K · 133 shares
$120K · 6 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 242 | $439.4M | 96.8% |
| Technology | 115 | $7.6M | 1.7% |
| Consumer Cyclical | 51 | $2.7M | 0.6% |
| Industrials | 78 | $1.4M | 0.3% |
| Communication Services | 22 | $1.0M | 0.2% |
| Healthcare | 58 | $690K | 0.2% |
| Unknown | 37 | $564K | 0.1% |
| Energy | 37 | $465K | 0.1% |
| Consumer Defensive | 25 | $114K | 0.0% |
| Utilities | 17 | $103K | 0.0% |
| Basic Materials | 26 | $47K | 0.0% |
| Real Estate | 19 | $39K | 0.0% |