DecisionPoint Financial, LLC: 13F holdings
CIK 19385142026Q2
| Positions | 1,416 |
|---|---|
| Reported value | $539.9m |
| Filed | 2026-08-05 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 4,061,339 | $179.9m | 33.3% |
| DFIC DIMENSIONAL ETF TRUST | 1,583,340 | $58.9m | 10.9% |
| VCIT VANGUARD SCOTTSDALE FDS | 601,336 | $49.4m | 9.2% |
| DIMENSIONAL ETF TRUST | 451,314 | $37.0m | 6.9% |
| DFCF DIMENSIONAL ETF TRUST | 701,524 | $29.6m | 5.5% |
| VNQ VANGUARD INDEX FDS | 293,151 | $28.4m | 5.3% |
| DFAI DIMENSIONAL ETF TRUST | 680,856 | $28.0m | 5.2% |
| DFEM DIMENSIONAL ETF TRUST | 474,963 | $18.9m | 3.5% |
| VCSH VANGUARD SCOTTSDALE FDS | 187,930 | $14.8m | 2.7% |
| HOMB HOME BANCSHARES INC | 489,137 | $14.1m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1938514")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.