Filed: 5/6/2026ACC: 0001938514-26-000002
📋 What this filing means
DECISIONPOINT FINANCIAL, LLC filed this quarterly 13F‑HR report disclosing 679 equity positions with a total reported market value of $463.89M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
679
Positions
$463.89M
Total AUM (reported)
10.26M
Total Shares
Allocation by class
US CORE EQUITY 2$147.34M31.8%
INTL CORE EQUITY$50.43M10.9%
INT-TERM CORP$45.25M9.8%
US SMALL CAP ETF$30.13M6.5%
COM$26.83M5.8%
CORE FIXED INCOM$26.70M5.8%
INTL CORE EQT MK$26.59M5.7%
Portfolio Concentration
Top 3$243.02M52.4%
4–10$150.54M32.5%
11–25$53.02M11.4%
Rest$17.31M3.7%
Top 3 weight
52.4%
Top 10 weight
84.8%
Voting Authority Distribution
Total shares with voting rights: 10.26M
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
10.26M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole679
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings679
Rows:
DIMENSIONAL ETF TRUST
SOLEShares3.79M
TypeSH
Market value$147.34M
31.76%
Sole
0.00
Shared
0.00
None
3.79M
DIMENSIONAL ETF TRUST
SOLEShares1.42M
TypeSH
Market value$50.43M
10.87%
Sole
0.00
Shared
0.00
None
1.42M
VANGUARD SCOTTSDALE FDS
SOLEShares546.88K
TypeSH
Market value$45.25M
9.76%
Sole
0.00
Shared
0.00
None
546.88K
DIMENSIONAL ETF TRUST
SOLEShares423.56K
TypeSH
Market value$30.13M
6.49%
Sole
0.00
Shared
0.00
None
423.56K
DIMENSIONAL ETF TRUST
SOLEShares632.40K
TypeSH
Market value$26.70M
5.76%
Sole
0.00
Shared
0.00
None
632.40K
DIMENSIONAL ETF TRUST
SOLEShares682.59K
TypeSH
Market value$26.59M
5.73%
Sole
0.00
Shared
0.00
None
682.59K
VANGUARD INDEX FDS
SOLEShares269.71K
TypeSH
Market value$23.92M
5.16%
Sole
0.00
Shared
0.00
None
269.71K
HOME BANCSHARES INC
SOLEShares581.62K
TypeSH
Market value$15.66M
3.38%
Sole
0.00
Shared
0.00
None
581.62K
DIMENSIONAL ETF TRUST
SOLEShares436.63K
TypeSH
Market value$15.09M
3.25%
Sole
0.00
Shared
0.00
None
436.63K
VANGUARD SCOTTSDALE FDS
SOLEShares156.97K
TypeSH
Market value$12.44M
2.68%
Sole
0.00
Shared
0.00
None
156.97K
DIMENSIONAL ETF TRUST
SOLEShares165.51K
TypeSH
Market value$11.93M
2.57%
Sole
0.00
Shared
0.00
None
165.51K
DIMENSIONAL ETF TRUST
SOLEShares247.93K
TypeSH
Market value$8.39M
1.81%
Sole
0.00
Shared
0.00
None
247.93K
ISHARES TR
SOLEShares96.21K
TypeSH
Market value$4.86M
1.05%
Sole
0.00
Shared
0.00
None
96.21K
DIMENSIONAL ETF TRUST
SOLEShares194.12K
TypeSH
Market value$4.59M
0.99%
Sole
0.00
Shared
0.00
None
194.12K
VANGUARD INDEX FDS
SOLEShares12.43K
TypeSH
Market value$3.99M
0.86%
Sole
0.00
Shared
0.00
None
12.43K
SCHWAB STRATEGIC TR
SOLEShares163.20K
TypeSH
Market value$3.70M
0.80%
Sole
0.00
Shared
0.00
None
163.20K
APPLE INC
SOLEShares11.43K
TypeSH
Market value$2.90M
0.63%
Sole
0.00
Shared
0.00
None
11.43K
VANGUARD INDEX FDS
SOLEShares10.24K
TypeSH
Market value$2.68M
0.58%
Sole
0.00
Shared
0.00
None
10.24K
MICROSOFT CORP
SOLEShares6.54K
TypeSH
Market value$2.42M
0.52%
Sole
0.00
Shared
0.00
None
6.54K
MARRIOTT INTL INC NEW
SOLEShares4.65K
TypeSH
Market value$1.52M
0.33%
Sole
0.00
Shared
0.00
None
4.65K
VANGUARD INDEX FDS
SOLEShares2.53K
TypeSH
Market value$1.51M
0.33%
Sole
0.00
Shared
0.00
None
2.53K
VANGUARD STAR FDS
SOLEShares19.05K
TypeSH
Market value$1.47M
0.32%
Sole
0.00
Shared
0.00
None
19.05K
VANGUARD BD INDEX FDS
SOLEShares19.04K
TypeSH
Market value$1.40M
0.30%
Sole
0.00
Shared
0.00
None
19.04K
SCHWAB STRATEGIC TR
SOLEShares33.42K
TypeSH
Market value$838.9K
0.18%
Sole
0.00
Shared
0.00
None
33.42K
AMAZON COM INC
SOLEShares3.87K
TypeSH
Market value$805.8K
0.17%
Sole
0.00
Shared
0.00
None
3.87K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 3.79M | SH | $147.34M 31.76% | 0.00 | 0.00 | 3.79M |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 1.42M | SH | $50.43M 10.87% | 0.00 | 0.00 | 1.42M |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 546.88K | SH | $45.25M 9.76% | 0.00 | 0.00 | 546.88K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 423.56K | SH | $30.13M 6.49% | 0.00 | 0.00 | 423.56K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 632.40K | SH | $26.70M 5.76% | 0.00 | 0.00 | 632.40K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 682.59K | SH | $26.59M 5.73% | 0.00 | 0.00 | 682.59K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 269.71K | SH | $23.92M 5.16% | 0.00 | 0.00 | 269.71K |
HOME BANCSHARES INCSOLE | COM | 581.62K | SH | $15.66M 3.38% | 0.00 | 0.00 | 581.62K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 436.63K | SH | $15.09M 3.25% | 0.00 | 0.00 | 436.63K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 156.97K | SH | $12.44M 2.68% | 0.00 | 0.00 | 156.97K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 1 | 165.51K | SH | $11.93M 2.57% | 0.00 | 0.00 | 165.51K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 247.93K | SH | $8.39M 1.81% | 0.00 | 0.00 | 247.93K |
ISHARES TRSOLE | 0-5YR INVT GR CP | 96.21K | SH | $4.86M 1.05% | 0.00 | 0.00 | 96.21K |
DIMENSIONAL ETF TRUSTSOLE | US REAL ESTATE E | 194.12K | SH | $4.59M 0.99% | 0.00 | 0.00 | 194.12K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 12.43K | SH | $3.99M 0.86% | 0.00 | 0.00 | 12.43K |
SCHWAB STRATEGIC TRSOLE | 5 10YR CORP BD | 163.20K | SH | $3.70M 0.80% | 0.00 | 0.00 | 163.20K |
APPLE INCSOLE | COM | 11.43K | SH | $2.90M 0.63% | 0.00 | 0.00 | 11.43K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 10.24K | SH | $2.68M 0.58% | 0.00 | 0.00 | 10.24K |
MICROSOFT CORPSOLE | COM | 6.54K | SH | $2.42M 0.52% | 0.00 | 0.00 | 6.54K |
MARRIOTT INTL INC NEWSOLE | CL A | 4.65K | SH | $1.52M 0.33% | 0.00 | 0.00 | 4.65K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 2.53K | SH | $1.51M 0.33% | 0.00 | 0.00 | 2.53K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 19.05K | SH | $1.47M 0.32% | 0.00 | 0.00 | 19.05K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 19.04K | SH | $1.40M 0.30% | 0.00 | 0.00 | 19.04K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 33.42K | SH | $838.9K 0.18% | 0.00 | 0.00 | 33.42K |
AMAZON COM INCSOLE | COM | 3.87K | SH | $805.8K 0.17% | 0.00 | 0.00 | 3.87K |
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