DecisionPoint Financial, LLC
CIK 1938514 · Holdings on Jun 30, 2026 · First reported Aug 5, 2026
Top ten holdings
Q2 2026- DFAC33.32%
- DFIC10.91%
- VCIT9.15%
- DFAS6.86%
- DFCF5.47%
- VNQ5.26%
- DFAI5.18%
- DFEM3.49%
- VCSH2.74%
- HOMB2.62%
Share classes counted separately85.00%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- DFACWeight increased · +1.56 pp31.76% → 33.32%Shares +269.83K (+7.12%)
- HOMBWeight decreased · -0.76 pp3.38% → 2.62%Shares -92.48K (-15.90%)
- VCITWeight decreased · -0.61 pp9.76% → 9.15%Shares +54.46K (+9.96%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFACDIMENSIONAL US CORE EQUITY 2US COR EQU 2 ETF View history and evidence | $179.88M | 33.32% | 4.06M shares | 31.76% → 33.32%+1.56 pp +269.83K (+7.12%) | Added | ↗▾ |
| 02 | DFICDIMENSIONAL INTERNATIONAL COINTL CORE EQUITY View history and evidence | $58.88M | 10.91% | 1.58M shares | 10.87% → 10.91%+0.04 pp +163.92K (+11.55%) | Added | ↗▾ |
| 03 | VCITVANGUARD INT-TERM CORPORATEINT-TERM CORP View history and evidence | $49.42M | 9.15% | 601.34K shares | 9.76% → 9.15%-0.61 pp +54.46K (+9.96%) | Added | ↗▾ |
| 04 | DFASDIMENSIONAL US SMALL CAP ETFUS SMALL CAP ETF View history and evidence | $37.04M | 6.86% | 451.31K shares | 6.49% → 6.86%+0.37 pp +27.76K (+6.55%) | Added | ↗▾ |
| 05 | DFCFDIMENSIONAL CORE FIXED INCCORE FIXE IN ETF View history and evidence | $29.56M | 5.47% | 701.52K shares | 5.76% → 5.47%-0.29 pp +69.13K (+10.93%) | Added | ↗▾ |
| 06 | VNQVANGUARD REAL ESTATE ETFREAL ESTATE ETF View history and evidence | $28.38M | 5.26% | 293.15K shares | 5.16% → 5.26%+0.10 pp +23.44K (+8.69%) | Added | ↗▾ |
| 07 | DFAIDIMENSIONAL INTERNATIONAL COINTL CORE EQT MK View history and evidence | $27.98M | 5.18% | 680.86K shares | 5.73% → 5.18%-0.55 pp -1.73K (-0.25%) | Reduced | ↗▾ |
| 08 | DFEMDIMENSIONAL EMRG MRKT COREEMERGING MKTS CO View history and evidence | $18.86M | 3.49% | 474.96K shares | 3.25% → 3.49%+0.24 pp +38.33K (+8.78%) | Added | ↗▾ |
| 09 | VCSHVANGUARD S/T CORP BOND ETFSHRT TRM CORP BD View history and evidence | $14.79M | 2.74% | 187.93K shares | 2.68% → 2.74%+0.06 pp +30.96K (+19.73%) | Added | ↗▾ |
| 10 | HOMBHOME BANCSHARES INC View history and evidence | $14.14M | 2.62% | 489.14K shares | 3.38% → 2.62%-0.76 pp -92.48K (-15.90%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 62
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| 90214Q733 TWO RDS SHARED TR | Non-derivative | -5,841 | -$97.72K | SEC filing ↗ | SEC filing ↗ |
| XLE SS ENERGY SELECT SECTOR | Non-derivative | -920 | -$56.37K | SEC filing ↗ | SEC filing ↗ |
| DUSB DIMENSION ULTRASHORT FI ETF | Non-derivative | -1,091 | -$55.33K | SEC filing ↗ | SEC filing ↗ |
3 / 62 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1938514 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-05
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 539863507
}Research all 1,416 reported holdings.
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