DecisionPoint Financial, LLC
683 holdingsFiling period: 2026-03-31Current AUM: $507.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 3.79M | $147.3M | $168.7M | 33.23% | +45.7K | 2026-03-31 |
| 2 | DFIC | DIMENSIONAL ETF TRUST | 1.42M | $50.4M | $54.1M | 10.65% | +30.4K | 2026-03-31 |
| 3 | VCIT | VANGUARD SCOTTSDALE FDS | 546.9K | $45.3M | $44.4M | 8.75% | +7.2K | 2026-03-31 |
| 4 | DFAS | DIMENSIONAL ETF TRUST | 423.6K | $30.1M | $34.3M | 6.76% | +7.9K | 2026-03-31 |
| 5 | DFCF | DIMENSIONAL ETF TRUST | 632.4K | $26.7M | $26.2M | 5.17% | +11.0K | 2026-03-31 |
| 6 | DFAI | DIMENSIONAL ETF TRUST | 682.6K | $26.6M | $28.7M | 5.66% | -1,625 | 2026-03-31 |
| 7 | VNQ | VANGUARD INDEX FDS | 269.7K | $23.9M | $26.7M | 5.26% | +9.4K | 2026-03-31 |
| 8 | HOMB | HOME BANCSHARES INC | 581.6K | $15.7M | $18.1M | 3.56% | -5,084 | 2026-03-31 |
| 9 | DFEM | DIMENSIONAL ETF TRUST | 436.6K | $15.1M | $16.5M | 3.24% | +6.9K | 2026-03-31 |
| 10 | VCSH | VANGUARD SCOTTSDALE FDS | 157.0K | $12.4M | $12.3M | 2.43% | +9.5K | 2026-03-31 |
| 11 | DCOR | DIMENSIONAL ETF TRUST | 165.5K | $11.9M | $13.7M | 2.69% | +50.4K | 2026-03-31 |
| 12 | DFAE | DIMENSIONAL ETF TRUST | 247.9K | $8.4M | $9.3M | 1.83% | -430 | 2026-03-31 |
| 13 | SLQD | ISHARES TR | 96.2K | $4.9M | $4.8M | 0.95% | +2.7K | 2026-03-31 |
| 14 | DFAR | DIMENSIONAL ETF TRUST | 194.1K | $4.6M | $5.2M | 1.02% | +6.8K | 2026-03-31 |
| 15 | VTI | VANGUARD INDEX FDS | 12.4K | $4.0M | $4.6M | 0.90% | -17 | 2026-03-31 |
| 16 | SCHI | SCHWAB STRATEGIC TR | 163.2K | $3.7M | $3.6M | 0.72% | +51.5K | 2026-03-31 |
| 17 | AAPL | APPLE INC | 11.4K | $2.9M | $3.5M | 0.70% | +13 | 2026-03-31 |
| 18 | VB | VANGUARD INDEX FDS | 10.2K | $2.7M | $3.0M | 0.59% | +1.4K | 2026-03-31 |
| 19 | MSFT | MICROSOFT CORP | 6.5K | $2.4M | $3.0M | 0.60% | +43 | 2026-03-31 |
| 20 | MAR | MARRIOTT INTL INC NEW | 4.7K | $1.5M | $1.7M | 0.34% | -- | 2026-03-31 |
| 21 | VOO | VANGUARD INDEX FDS | 2.5K | $1.5M | $1.7M | 0.34% | +305 | 2026-03-31 |
| 22 | VXUS | VANGUARD STAR FDS | 19.1K | $1.5M | $1.6M | 0.32% | -12 | 2026-03-31 |
| 23 | BND | VANGUARD BD INDEX FDS | 19.0K | $1.4M | $1.4M | 0.27% | +8.6K | 2026-03-31 |
| 24 | SCHB | SCHWAB STRATEGIC TR | 33.4K | $838K | $963K | 0.19% | -- | 2026-03-31 |
| 25 | AMZN | AMAZON COM INC | 3.9K | $805K | $1.0M | 0.21% | +33 | 2026-03-31 |
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