DecisionPoint Financial, LLC
449 holdingsFiling period: 2026-06-30Current AUM: $536.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional ETF Trust | 4.06M | $179.9M | $182.6M | 34.01% | +269.8K | 2026-06-30 |
| 2 | DFIC | Dimensional ETF Trust | 1.58M | $58.9M | $59.2M | 11.03% | +163.9K | 2026-06-30 |
| 3 | VCIT | Vanguard Scottsdale Fds | 601.3K | $49.4M | $47.4M | 8.84% | +54.5K | 2026-06-30 |
| 4 | DFAS | Dimensional ETF Trust | 451.3K | $37.0M | $35.5M | 6.62% | +27.8K | 2026-06-30 |
| 5 | DFCF | Dimensional ETF Trust | 701.5K | $29.6M | $28.5M | 5.31% | +69.1K | 2026-06-30 |
| 6 | VNQ | Vanguard Index Fds | 293.2K | $28.4M | $27.4M | 5.11% | +23.4K | 2026-06-30 |
| 7 | DFAI | Dimensional ETF Trust | 680.9K | $28.0M | $28.0M | 5.22% | -1,732 | 2026-06-30 |
| 8 | DFEM | Dimensional ETF Trust | 475.0K | $18.9M | $17.2M | 3.20% | +38.3K | 2026-06-30 |
| 9 | VCSH | Vanguard Scottsdale Fds | 187.9K | $14.8M | $14.5M | 2.71% | +31.0K | 2026-06-30 |
| 10 | HOMB | Home Bancshares Inc | 489.1K | $14.1M | $14.9M | 2.77% | -92,484 | 2026-06-30 |
| 11 | DCOR | Dimensional ETF Trust | 166.4K | $13.6M | $13.9M | 2.60% | +879 | 2026-06-30 |
| 12 | DFAE | Dimensional ETF Trust | 232.4K | $9.1M | $8.3M | 1.54% | -15,502 | 2026-06-30 |
| 13 | DFAR | Dimensional ETF Trust | 194.2K | $5.1M | $4.9M | 0.92% | +83 | 2026-06-30 |
| 14 | SLQD | iShares TR | 95.9K | $4.8M | $4.7M | 0.88% | -320 | 2026-06-30 |
| 15 | VTI | Vanguard Index Fds | 12.1K | $4.5M | $4.5M | 0.84% | -376 | 2026-06-30 |
| 16 | SCHI | Schwab Strategic TR | 161.3K | $3.6M | $3.5M | 0.65% | -1,912 | 2026-06-30 |
| 17 | AAPL | Apple Inc | 11.5K | $3.4M | $4.0M | 0.75% | +68 | 2026-06-30 |
| 18 | VB | Vanguard Index Fds | 10.1K | $3.0M | $2.9M | 0.54% | -152 | 2026-06-30 |
| 19 | MSFT | Microsoft Corp | 6.3K | $2.4M | $3.4M | 0.64% | -271 | 2026-06-30 |
| 20 | LC | Happen Inc | 102.6K | $2.1M | $2.1M | 0.39% | -- | 2026-06-30 |
| 21 | VOO | Vanguard Index Fds | 2.5K | $1.7M | $1.8M | 0.33% | -16 | 2026-06-30 |
| 22 | MAR | Marriott Intl Inc New | 4.7K | $1.7M | $1.8M | 0.34% | +1 | 2026-06-30 |
| 23 | VXUS | Vanguard Star Fds | 19.0K | $1.6M | $1.6M | 0.29% | -25 | 2026-06-30 |
| 24 | BND | Vanguard BD Index Fds | 18.0K | $1.3M | $1.3M | 0.24% | -1,028 | 2026-06-30 |
| 25 | SCHB | Schwab Strategic TR | 33.4K | $966K | $981K | 0.18% | -- | 2026-06-30 |
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