Filed: 1/29/2026ACC: 0001938514-26-000001
📋 What this filing means
DECISIONPOINT FINANCIAL, LLC filed this quarterly 13F‑HR report disclosing 727 equity positions with a total reported market value of $454.49M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
727
Positions
$454.49M
Total AUM (reported)
9.98M
Total Shares
Allocation by class
US CORE EQUITY 2$148.30M32.6%
INTL CORE EQUITY$47.87M10.5%
INT-TERM CORP$45.20M9.9%
US SMALL CAP ETF$28.96M6.4%
COM$28.51M6.3%
CORE FIXED INCOM$26.45M5.8%
INTL CORE EQT MK$26.08M5.7%
Portfolio Concentration
Top 3$241.36M53.1%
4–10$146.79M32.3%
11–25$48.53M10.7%
Rest$17.81M3.9%
Top 3 weight
53.1%
Top 10 weight
85.4%
Voting Authority Distribution
Total shares with voting rights: 9.98M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
9.98M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole727
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings727
Rows:
DIMENSIONAL ETF TRUST
SOLEShares3.75M
TypeSH
Market value$148.30M
32.63%
Sole
0.00
Shared
0.00
None
3.75M
DIMENSIONAL ETF TRUST
SOLEShares1.39M
TypeSH
Market value$47.87M
10.53%
Sole
0.00
Shared
0.00
None
1.39M
VANGUARD SCOTTSDALE FDS
SOLEShares539.64K
TypeSH
Market value$45.20M
9.94%
Sole
0.00
Shared
0.00
None
539.64K
DIMENSIONAL ETF TRUST
SOLEShares415.63K
TypeSH
Market value$28.96M
6.37%
Sole
0.00
Shared
0.00
None
415.63K
DIMENSIONAL ETF TRUST
SOLEShares621.44K
TypeSH
Market value$26.45M
5.82%
Sole
0.00
Shared
0.00
None
621.44K
DIMENSIONAL ETF TRUST
SOLEShares684.21K
TypeSH
Market value$26.08M
5.74%
Sole
0.00
Shared
0.00
None
684.21K
VANGUARD INDEX FDS
SOLEShares260.29K
TypeSH
Market value$23.03M
5.07%
Sole
0.00
Shared
0.00
None
260.29K
HOME BANCSHARES INC
SOLEShares586.71K
TypeSH
Market value$16.30M
3.59%
Sole
0.00
Shared
0.00
None
586.71K
DIMENSIONAL ETF TRUST
SOLEShares429.70K
TypeSH
Market value$14.21M
3.13%
Sole
0.00
Shared
0.00
None
429.70K
VANGUARD SCOTTSDALE FDS
SOLEShares147.51K
TypeSH
Market value$11.76M
2.59%
Sole
0.00
Shared
0.00
None
147.51K
DIMENSIONAL ETF TRUST
SOLEShares115.13K
TypeSH
Market value$8.48M
1.87%
Sole
0.00
Shared
0.00
None
115.13K
DIMENSIONAL ETF TRUST
SOLEShares248.36K
TypeSH
Market value$8.09M
1.78%
Sole
0.00
Shared
0.00
None
248.36K
ISHARES TR
SOLEShares93.55K
TypeSH
Market value$4.74M
1.04%
Sole
0.00
Shared
0.00
None
93.55K
DIMENSIONAL ETF TRUST
SOLEShares187.37K
TypeSH
Market value$4.29M
0.94%
Sole
0.00
Shared
0.00
None
187.37K
VANGUARD INDEX FDS
SOLEShares12.45K
TypeSH
Market value$4.17M
0.92%
Sole
0.00
Shared
0.00
None
12.45K
MICROSOFT CORP
SOLEShares6.50K
TypeSH
Market value$3.14M
0.69%
Sole
0.00
Shared
0.00
None
6.50K
APPLE INC
SOLEShares11.42K
TypeSH
Market value$3.10M
0.68%
Sole
0.00
Shared
0.00
None
11.42K
SCHWAB STRATEGIC TR
SOLEShares111.67K
TypeSH
Market value$2.57M
0.56%
Sole
0.00
Shared
0.00
None
111.67K
VANGUARD INDEX FDS
SOLEShares8.85K
TypeSH
Market value$2.28M
0.50%
Sole
0.00
Shared
0.00
None
8.85K
ISHARES TR
SOLEShares16.19K
TypeSH
Market value$1.63M
0.36%
Sole
0.00
Shared
0.00
None
16.19K
MARRIOTT INTL INC NEW
SOLEShares4.65K
TypeSH
Market value$1.44M
0.32%
Sole
0.00
Shared
0.00
None
4.65K
VANGUARD STAR FDS
SOLEShares19.07K
TypeSH
Market value$1.44M
0.32%
Sole
0.00
Shared
0.00
None
19.07K
VANGUARD INDEX FDS
SOLEShares2.23K
TypeSH
Market value$1.40M
0.31%
Sole
0.00
Shared
0.00
None
2.23K
AMAZON COM INC
SOLEShares3.84K
TypeSH
Market value$885.4K
0.19%
Sole
0.00
Shared
0.00
None
3.84K
SCHWAB STRATEGIC TR
SOLEShares33.42K
TypeSH
Market value$876.7K
0.19%
Sole
0.00
Shared
0.00
None
33.42K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 3.75M | SH | $148.30M 32.63% | 0.00 | 0.00 | 3.75M |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 1.39M | SH | $47.87M 10.53% | 0.00 | 0.00 | 1.39M |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 539.64K | SH | $45.20M 9.94% | 0.00 | 0.00 | 539.64K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 415.63K | SH | $28.96M 6.37% | 0.00 | 0.00 | 415.63K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 621.44K | SH | $26.45M 5.82% | 0.00 | 0.00 | 621.44K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 684.21K | SH | $26.08M 5.74% | 0.00 | 0.00 | 684.21K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 260.29K | SH | $23.03M 5.07% | 0.00 | 0.00 | 260.29K |
HOME BANCSHARES INCSOLE | COM | 586.71K | SH | $16.30M 3.59% | 0.00 | 0.00 | 586.71K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 429.70K | SH | $14.21M 3.13% | 0.00 | 0.00 | 429.70K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 147.51K | SH | $11.76M 2.59% | 0.00 | 0.00 | 147.51K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 1 | 115.13K | SH | $8.48M 1.87% | 0.00 | 0.00 | 115.13K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 248.36K | SH | $8.09M 1.78% | 0.00 | 0.00 | 248.36K |
ISHARES TRSOLE | 0-5YR INVT GR CP | 93.55K | SH | $4.74M 1.04% | 0.00 | 0.00 | 93.55K |
DIMENSIONAL ETF TRUSTSOLE | US REAL ESTATE E | 187.37K | SH | $4.29M 0.94% | 0.00 | 0.00 | 187.37K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 12.45K | SH | $4.17M 0.92% | 0.00 | 0.00 | 12.45K |
MICROSOFT CORPSOLE | COM | 6.50K | SH | $3.14M 0.69% | 0.00 | 0.00 | 6.50K |
APPLE INCSOLE | COM | 11.42K | SH | $3.10M 0.68% | 0.00 | 0.00 | 11.42K |
SCHWAB STRATEGIC TRSOLE | 5 10YR CORP BD | 111.67K | SH | $2.57M 0.56% | 0.00 | 0.00 | 111.67K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 8.85K | SH | $2.28M 0.50% | 0.00 | 0.00 | 8.85K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 16.19K | SH | $1.63M 0.36% | 0.00 | 0.00 | 16.19K |
MARRIOTT INTL INC NEWSOLE | CL A | 4.65K | SH | $1.44M 0.32% | 0.00 | 0.00 | 4.65K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 19.07K | SH | $1.44M 0.32% | 0.00 | 0.00 | 19.07K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 2.23K | SH | $1.40M 0.31% | 0.00 | 0.00 | 2.23K |
AMAZON COM INCSOLE | COM | 3.84K | SH | $885.4K 0.19% | 0.00 | 0.00 | 3.84K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 33.42K | SH | $876.7K 0.19% | 0.00 | 0.00 | 33.42K |
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