DecisionPoint Financial, LLC - Portfolio overview

DecisionPoint Financial, LLC has 708 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 39.53%
2. DFIC - DIMENSIONAL ETF TRUST, 13.55%
3. DFAS - DIMENSIONAL ETF TRUST, 8.08%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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