Decisionpoint Financial, LLC Top Holdings and 13F Report (2025) About Decisionpoint Financial, LLCInvestment ActivityDecisionpoint Financial, LLC has $344.67 million in total holdings as of March 31, 2025.Decisionpoint Financial, LLC owns shares of 255 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 6.52% of the portfolio was purchased this quarter.About ∞ of the portfolio was sold this quarter.This quarter, Decisionpoint Financial, LLC has purchased 263 new stocks and bought additional shares in 31 stocks.Decisionpoint Financial, LLC sold shares of 26 stocks and completely divested from 26 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $105,375,377Vanguard Intermediate-Term Corporate Bond ETF $39,711,465Dimensional International Core Equity 2 ETF $30,039,487Dimensional Core Fixed Income ETF $24,502,162Dimensional U.S. Small Cap ETF $20,774,946 Largest New Holdings this Quarter 808524102 - Schwab US Broad Market ETF $719,608 Holding808524797 - Schwab US Dividend Equity ETF $163,789 Holding808524805 - Schwab International Equity ETF $53,780 Holding808524839 - Schwab U.S. Aggregate Bond ETF $19,465 Holding808524706 - Schwab Emerging Markets Equity ETF $14,265 Holding Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 195,363 shares (about $6.45M)Dimensional International Core Equity 2 ETF 133,841 shares (about $3.72M)Dimensional U.S. Small Cap ETF 30,022 shares (about $1.79M)Dimensional Emerging Markets Core Equity 2 ETF 64,604 shares (about $1.71M)Dimensional Core Fixed Income ETF 39,244 shares (about $1.65M) Largest Sales this Quarter Charles Schwab 28 shares (about $∞T)Dimensional International Core Equity Market ETF 18,247 shares (about $569.85K)Home Bancshares, Inc. (Conway, AR) 14,580 shares (about $412.18K)iShares 0-5 Year Investment Grade Corporate Bond ETF 4,576 shares (about $230.08K)Dimensional Emerging Core Equity Market ETF 4,044 shares (about $104.70K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDecisionpoint Financial, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$105,375,377$6,445,026 ▲6.5%3,194,16130.6%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$39,711,465$1,458,107 ▲3.8%485,70811.5%ETFDFICDimensional International Core Equity 2 ETF$30,039,487$3,716,766 ▲14.1%1,081,7248.7%ETFDFCFDimensional Core Fixed Income ETF$24,502,162$1,650,601 ▲7.2%582,5537.1%ETFDFASDimensional U.S. Small Cap ETF$20,774,946$1,793,814 ▲9.5%347,6986.0%ETFHOMBHome Bancshares, Inc. (Conway, AR)$20,746,986$412,177 ▼-1.9%733,8876.0%FinanceDFAIDimensional International Core Equity Market ETF$20,350,205$569,853 ▼-2.7%651,6245.9%ETFVNQVanguard Real Estate ETF$18,146,627$1,085,754 ▲6.4%200,4275.3%ETFVCSHVanguard Short-Term Corporate Bond ETF$10,438,352$950,125 ▲10.0%132,2313.0%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$9,157,023$1,709,424 ▲23.0%346,0702.7%ETFDFAEDimensional Emerging Core Equity Market ETF$5,520,568$104,699 ▼-1.9%213,2321.6%ETFSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$5,287,634$230,081 ▼-4.2%105,1641.5%ManufacturingDFARDimensional US Real Estate ETF$4,558,403$69,456 ▲1.5%191,7711.3%ETFSCHISchwab 5-10 Year Corporate Bond ETF$3,275,087$237,783 ▲7.8%145,8191.0%ETFAAPLApple$3,084,216$23,323 ▼-0.8%13,8850.9%Computer and TechnologyMSFTMicrosoft$3,058,921$219,218 ▲7.7%8,1490.9%Computer and TechnologyDIMENSIONAL ETF TRUST$1,351,933$1,225,964 ▲973.2%22,0440.4%US CORE EQUITY 1VTIVanguard Total Stock Market ETF$1,316,763$56,068 ▲4.4%4,7910.4%ETFMARMarriott International$1,134,5470.0%4,7630.3%Consumer DiscretionaryVOOVanguard S&P 500 ETF$1,097,855$3,598 ▼-0.3%2,1360.3%ETFAMZNAmazon.com$894,793$18,836 ▼-2.1%4,7030.3%Retail/WholesaleRSGRepublic Services$835,4520.0%3,4500.2%Business ServicesSCHBSchwab US Broad Market ETF$719,608$719,608 ▲New Holding33,4230.2%ETFVWOVanguard FTSE Emerging Markets ETF$691,981$5,612 ▼-0.8%15,2890.2%ETFVEAVanguard FTSE Developed Markets ETF$682,393$13,775 ▼-2.0%13,4250.2%ETFSGOViShares 0-3 Month Treasury Bond ETF$601,6040.0%5,9760.2%ETFMETAMeta Platforms$561,5410.0%9740.2%Computer and TechnologyDFAUDimensional US Core Equity Market ETF$522,3650.0%13,5890.2%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$508,542$419 ▼-0.1%19,4100.1%ETFVBVanguard Small-Cap ETF$487,629$64,973 ▲15.4%2,1990.1%ETFDFNMDimensional National Municipal Bond ETF$480,3620.0%10,0980.1%ETFIWFiShares Russell 1000 Growth ETF$472,3060.0%1,3080.1%ETFSCHXSchwab US Large-Cap ETF$461,016$460,111 ▲50,824.4%20,8790.1%ETFDIMENSIONAL ETF TRUST$363,409$27,026 ▲8.0%5,9300.1%WORLD EQUITY ETFNVDANVIDIA$315,229$3,359 ▲1.1%2,9090.1%Computer and TechnologyVTVanguard Total World Stock ETF$294,8610.0%2,5430.1%ETFRFRegions Financial$232,6850.0%10,7080.1%FinanceAXPAmerican Express$221,8400.0%8250.1%FinanceIVViShares Core S&P 500 ETF$209,4040.0%3730.1%ETFSCHMSchwab U.S. Mid-Cap ETF$194,778$576 ▲0.3%7,4340.1%ETFBRK.BBerkshire Hathaway$194,392$533 ▼-0.3%3650.1%FinanceGOOGLAlphabet$181,062$15,308 ▼-7.8%1,1710.1%Computer and TechnologyVGTVanguard Information Technology ETF$179,095$83,035 ▲86.4%3300.1%ETFSCHDSchwab US Dividend Equity ETF$163,789$163,789 ▲New Holding5,8580.0%ETFJPMJPMorgan Chase & Co.$149,6330.0%6100.0%FinanceHDHome Depot$146,5960.0%4000.0%Retail/WholesaleISHARES BITCOIN TRUST ETF$135,6090.0%2,8970.0%SHS BEN INTVOVanguard Mid-Cap ETF$124,1380.0%4800.0%ETFEFAiShares MSCI EAFE ETF$118,0190.0%1,4440.0%FinanceSCHASchwab US Small-Cap ETF$118,016$106,770 ▲949.4%5,0370.0%ETFORCLOracle$112,5480.0%8050.0%Computer and TechnologyBNDVanguard Total Bond Market ETF$110,469$61,698 ▲126.5%1,5040.0%ETFAMPLIFY ETF TR$107,7000.0%1,5000.0%AMPLIFY CYBERSECCOPConocoPhillips$105,0200.0%1,0000.0%EnergyAESRAnfield U.S. Equity Sector Rotation ETF$96,3190.0%5,8410.0%ETFBNDWVanguard Total World Bond ETF$95,784$9,358 ▼-8.9%1,3920.0%ETFCRSPCRISPR Therapeutics$93,5830.0%2,7500.0%MedicalCLHClean Harbors$91,6520.0%4650.0%Business ServicesPPHVanEck Pharmaceutical ETF$91,1300.0%1,0000.0%ManufacturingMRKMerck & Co., Inc.$89,7600.0%1,0000.0%MedicalXYLXylem$89,5950.0%7500.0%Business ServicesTERTeradyne$82,6000.0%1,0000.0%Computer and TechnologyPHParker-Hannifin$82,0600.0%1350.0%IndustrialsGOOGAlphabet$81,240$3,906 ▼-4.6%5200.0%Computer and TechnologyBKNGBooking$73,7110.0%160.0%Retail/WholesalePFEPfizer$72,7520.0%2,8710.0%MedicalSHOPShopify$71,6100.0%7500.0%Computer and TechnologyCSCOCisco Systems$67,450$17,464 ▲34.9%1,0930.0%Computer and TechnologyPSXPhillips 66$61,7400.0%5000.0%EnergyINTUIntuit$61,3990.0%1000.0%Computer and TechnologyPAYXPaychex$60,7870.0%3940.0%Business ServicesPGProcter & Gamble$56,2390.0%3300.0%Consumer StaplesEDConsolidated Edison$55,2950.0%5000.0%UtilitiesSOUNSoundHound AI$55,0620.0%6,7810.0%Computer and TechnologySCHFSchwab International Equity ETF$53,780$53,780 ▲New Holding2,7190.0%ETFUNHUnitedHealth Group$53,4230.0%1020.0%MedicalDISVDimensional International Small Cap Value ETF$53,142$58 ▲0.1%1,8250.0%ETFAFIFAnfield Universal Fixed Income ETF$52,0090.0%5,6470.0%ETFPHOInvesco Water Resources ETF$51,6160.0%8000.0%ETFJNJJohnson & Johnson$51,411$7,463 ▼-12.7%3100.0%MedicalPSTGPure Storage$50,9110.0%1,1500.0%Computer and TechnologyGPKGraphic Packaging$50,6480.0%1,9510.0%IndustrialsCVXChevron$50,1870.0%3000.0%EnergyGISGeneral Mills$49,9850.0%8360.0%Consumer StaplesITOTiShares Core S&P Total U.S. Stock Market ETF$49,7810.0%4080.0%ETFPGRProgressive$45,2820.0%1600.0%FinancePEPPepsiCo$44,9820.0%3000.0%Consumer StaplesAIGAmerican International Group$43,470$26,082 ▼-37.5%5000.0%FinanceAMDAdvanced Micro Devices$43,0490.0%4190.0%Computer and TechnologyLKQLKQ$42,0300.0%9880.0%Auto/Tires/TrucksBSVVanguard Short-Term Bond ETF$41,0970.0%5250.0%ETFDFIVDimensional International Value ETF$40,7380.0%1,0350.0%ETFONOnsemi$40,6900.0%1,0000.0%Computer and TechnologyNKENIKE$40,6280.0%6400.0%Consumer DiscretionaryDFLVDimensional US Large Cap Value ETF$36,898$24,211 ▲190.8%1,2070.0%ETFNRIMNorthrim BanCorp$36,6100.0%5000.0%FinanceFDXFedEx$34,8610.0%1430.0%TransportationBERYBerry Global Group$34,2770.0%4910.0%IndustrialsVGSHVanguard Short-Term Treasury ETF$32,8670.0%5600.0%ETFSBUXStarbucks$31,8800.0%3250.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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