Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

DecisionPoint Financial, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

DecisionPoint Financial, LLC (CIK 1938514) reported $463.9M across 675 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($147.3M, 31.76%), DFIC ($50.4M, 10.87%), VCIT ($45.3M, 9.76%), DFAS ($30.1M, 6.49%), DFCF ($26.7M, 5.76%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1DFACDIMENSIONAL ETF TRUST$147.3M31.76%3.8MAdded
2DFICDIMENSIONAL ETF TRUST$50.4M10.87%1.4MAdded
3VCITVANGUARD SCOTTSDALE FDS$45.3M9.76%546,875Added
4DFASDIMENSIONAL ETF TRUST$30.1M6.49%423,555Added
5DFCFDIMENSIONAL ETF TRUST$26.7M5.76%632,396Added
6DFAIDIMENSIONAL ETF TRUST$26.6M5.73%682,588Trimmed
7VNQVANGUARD INDEX FDS$23.9M5.16%269,715Added
8HOMBHOME BANCSHARES INC$15.7M3.38%581,621Trimmed
9DFEMDIMENSIONAL ETF TRUST$15.1M3.25%436,633Added
10VCSHVANGUARD SCOTTSDALE FDS$12.4M2.68%156,968Added
11DCORDIMENSIONAL ETF TRUST$11.9M2.57%165,510Added
12DFAEDIMENSIONAL ETF TRUST$8.4M1.81%247,931Trimmed
13SLQDISHARES TR$4.9M1.05%96,206Added
14DFARDIMENSIONAL ETF TRUST$4.6M0.99%194,122Added
15VTIVANGUARD INDEX FDS$4.0M0.86%12,433Trimmed
16SCHISCHWAB STRATEGIC TR$3.7M0.80%163,196Added
17AAPLAPPLE INC$2.9M0.63%11,433Added
18VBVANGUARD INDEX FDS$2.7M0.58%10,238Added
19MSFTMICROSOFT CORP$2.4M0.52%6,543Added
20VOOVANGUARD INDEX FDS$1.5M0.33%2,531Added
21MARMARRIOTT INTL INC NEW$1.5M0.33%4,650Hold
22VXUSVANGUARD STAR FDS$1.5M0.32%19,053Trimmed
23BNDVANGUARD BD INDEX FDS$1.4M0.30%19,036Added
24SCHBSCHWAB STRATEGIC TR$838,9300.18%33,423Hold
25VWOVANGUARD INTL EQUITY INDEX F$776,3870.17%14,364Trimmed

Source: SEC Form 13F filings · as of 2026-03-31