DecisionPoint Financial, LLC 13F Holdings · Q2 2026
DecisionPoint Financial, LLC reported 1,416 securities worth $539.86M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: DFAC (33.32%), DFIC (10.91%), VCIT (9.15%). Among its top 25 positions this quarter: 1 new, 12 added, 11 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $179.9M | 33.32% | 4.1M | Added |
| 2 | DFIC | DIMENSIONAL ETF TRUST | $58.9M | 10.91% | 1.6M | Added |
| 3 | VCIT | VANGUARD SCOTTSDALE FDS | $49.4M | 9.15% | 601,336 | Added |
| 4 | DFAS | DIMENSIONAL ETF TRUST | $37.0M | 6.86% | 451,314 | Added |
| 5 | DFCF | DIMENSIONAL ETF TRUST | $29.6M | 5.47% | 701,524 | Added |
| 6 | VNQ | VANGUARD INDEX FDS | $28.4M | 5.26% | 293,151 | Added |
| 7 | DFAI | DIMENSIONAL ETF TRUST | $28.0M | 5.18% | 680,856 | Trimmed |
| 8 | DFEM | DIMENSIONAL ETF TRUST | $18.9M | 3.49% | 474,963 | Added |
| 9 | VCSH | VANGUARD SCOTTSDALE FDS | $14.8M | 2.74% | 187,930 | Added |
| 10 | HOMB | HOME BANCSHARES INC | $14.1M | 2.62% | 489,137 | Trimmed |
| 11 | DCOR | DIMENSIONAL ETF TRUST | $13.6M | 2.53% | 166,389 | Added |
| 12 | DFAE | DIMENSIONAL ETF TRUST | $9.1M | 1.69% | 232,429 | Trimmed |
| 13 | DFAR | DIMENSIONAL ETF TRUST | $5.1M | 0.94% | 194,205 | Added |
| 14 | SLQD | ISHARES TR | $4.8M | 0.89% | 95,886 | Trimmed |
| 15 | VTI | VANGUARD INDEX FDS | $4.5M | 0.82% | 12,057 | Trimmed |
| 16 | SCHI | SCHWAB STRATEGIC TR | $3.6M | 0.67% | 161,284 | Trimmed |
| 17 | AAPL | APPLE INC | $3.4M | 0.63% | 11,501 | Added |
| 18 | VB | VANGUARD INDEX FDS | $3.0M | 0.56% | 10,086 | Trimmed |
| 19 | MSFT | MICROSOFT CORP | $2.4M | 0.45% | 6,272 | Trimmed |
| 20 | HAPN | HAPPEN INC | $2.1M | 0.39% | 102,574 | New |
| 21 | MAR | MARRIOTT INTL INC NEW | $1.7M | 0.32% | 4,651 | Added |
| 22 | VOO | VANGUARD INDEX FDS | $1.7M | 0.32% | 2,515 | Trimmed |
| 23 | VXUS | VANGUARD STAR FDS | $1.6M | 0.30% | 19,028 | Trimmed |
| 24 | BND | VANGUARD BD INDEX FDS | $1.3M | 0.24% | 18,008 | Trimmed |
| 25 | SCHB | SCHWAB STRATEGIC TR | $966,274 | 0.18% | 33,423 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR