13F filer

DecisionPoint Financial

As of Sep 30, 2026 Filed Oct 27, 2026 CIK 1938514 SEC filings ↗
13F Value
$573.9M
Positions
1,419
Top Position
DFAC33.4%
Top 5
65.4%

Latest filing changes

vs Jun 30, 2026
Holdings1,419
# Trend (4Q)
1 DFAC 33.4% $191.8M +5.7% 4.29M 33.3% ETF
2 DFIC 11.2% $64.5M +9.4% 1.73M 10.9% ETF
3 VCIT 8.9% $51.3M +9.1% 656.3K 9.2% ETF
4 DFAS 6.5% $37.3M +6.1% 478.8K 6.9% ETF
5 DFCF 5.3% $30.3M +7.3% 753.0K 5.5% ETF
6 VNQ 5.0% $28.6M +9.4% 320.8K 5.3% ETF
7 DFAI 4.9% $28.1M +0.5% 684.2K 5.2% ETF
8 DFEM 3.6% $20.6M +9.0% 517.5K 3.5% ETF
9 VCSH 2.7% $15.3M +5.8% 198.8K 2.7% ETF
10 DFA INVT DIMENSIONS GROUP IN — U.S. CORE EQTY 1 2.6% $14.6M NEW 176.4K — Equity
11 HOMB 2.3% $13.5M -3.7% 471.0K 2.6% Common Stock
12 DFAE 1.5% $8.9M -3.1% 225.3K 1.7% ETF
13 DFA INVT DIMENSIONS GROUP IN — REAL ESTATE SECU 0.8% $4.7M NEW 197.4K — Equity
14 SLQD 0.8% $4.5M -4.6% 91.5K 0.9% ETF
15 VTI 0.8% $4.5M -0.9% 11.9K 0.8% ETF
16 SCHI 0.7% $3.9M +12.6% 181.6K 0.7% ETF
17 AAPL 0.7% $3.8M +0.7% 11.6K 0.6% Common Stock
18 MSFT 0.6% $3.2M -0.2% 6.3K 0.4% Common Stock
19 VB 0.5% $2.9M -0.2% 10.1K 0.6% ETF
20 SGOV 0.3% $1.9M +210.5% 19.1K 0.1% ETF
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing80
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.