DecisionPoint Financial, LLC
CIK 1938514
13F filing for Q2 2026・No. 3,717
- Holdings
- US$539.86M
- Quarter change
- +US$75.97M
- Entries
- 1,429
- Net bought (estimate)
- +US$34.81M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 802
- Sold out 64
- Cut 126
- Added 316
- Corporate actions 4
- Unchanged 172
Largest holdings
1,416 stocks worth US$539.86M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUSTUS COR EQU 2 ETF | Added | 4,061,339 | US$179.88M | 33.32% |
| DIMENSIONAL ETF TRUSTINTL CORE EQUITY | Added | 1,583,340 | US$58.88M | 10.91% |
| VANGUARD SCOTTSDALE FDSINT-TERM CORP | Added | 601,336 | US$49.42M | 9.15% |
| DIMENSIONAL ETF TRUSTUS SMALL CAP ETF | Added | 451,314 | US$37.04M | 6.86% |
| DIMENSIONAL ETF TRUSTCORE FIXE IN ETF | Added | 701,524 | US$29.56M | 5.47% |
| VANGUARD INDEX FDSREAL ESTATE ETF | Added | 293,151 | US$28.38M | 5.26% |
| DIMENSIONAL ETF TRUSTINTL CORE EQT MK | Cut | 680,856 | US$27.98M | 5.18% |
| DIMENSIONAL ETF TRUSTEMERGING MKTS CO | Added | 474,963 | US$18.86M | 3.49% |
| VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD | Added | 187,930 | US$14.79M | 2.74% |
| HOME BANCSHARES INCCOM | Cut | 489,137 | US$14.14M | 2.62% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 5, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.