DecisionPoint Financial, LLC

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Mesa, AZ
CIK
0001938514
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 240 298,234 DFAC, VCIT, HOMB, DFCF 13F-HR 8/9/2024 000193851424000005
Q1 2024 275 251,258 DFAC, VCIT, HOMB, DFAI 13F-HR 4/30/2024 000193851424000003
Q4 2023 210 233,172 DFAC, VCIT, HOMB, DIMENSIONAL ETF TRUST 13F-HR 1/30/2024 000193851424000002
Q3 2023 243 191,274 DFAC, VCIT, HOMB, DFAI 13F-HR 10/26/2023 000193851423000005
Q2 2023 197 191,922 DFAC, VCIT, HOMB, DFAI 13F-HR 9/26/2023 000193851423000004
Q1 2023 197 173,055 DFAC, VCIT, HOMB, DFAI 13F-HR 9/26/2023 000193851423000003
Q4 2022 200 164,513 DFAC, HOMB, VCIT, DIMENSIONAL ETF TRUST 13F-HR 9/26/2023 000193851423000002