Decision Point Financial, LLC Purchases in Q2 2025

Decision Point Financial, LLC

  • $381 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
168K
+ 5.27%
$29.12 - $35.84 $4.9M - $6.03M
3.36M $121M
DFAI
Dimensional ETF Tr

ETFs
71.9K
+ 11.04%
$28.02 - $34.71 $2.02M - $2.5M
724K $25M
DFIC
Dimensional ETF Tr Dimensional

ETFs
33.9K
+ 3.13%
$24.94 - $31.15 $845K - $1.06M
1.12M $34.7M
DFAS
Dimensional ETF Tr U S Small C

ETFs
25.3K
+ 7.28%
$52.31 - $63.72 $1.32M - $1.61M
373K $23.8M
DFAE
Dimensional ETF Tr

ETFs
53.3K
+ 25.01%
$22.87 - $28.95 $1.22M - $1.54M
267K $7.72M
VCIT
Vanguard Intermediate Term Cor

ETFs
16.5K
+ 3.4%
$79.56 - $82.92 $1.32M - $1.37M
502K $41.6M
VB
Vanguard Small Cap ETF

ETFs
6.54K
+ 297.36%
$193.73 - $237.37 $1.27M - $1.55M
8.74K $2.07M
VTI
Vanguard Total Stock Market Et

ETFs
4.66K
+ 97.18%
$243.75 - $303.93 $1.13M - $1.42M
9.45K $2.87M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
4.1K
+ 1.18%
$23.4 - $29.68 $95.9K - $122K
350K $10.4M
DFAR
Dimensional ETF Tr Dimensional

ETFs
51.2K
+ 26.68%
$20.99 - $23.93 $1.07M - $1.22M
243K $5.7M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
11.6K
New
$55.54 - $69.09 $645K - $803K
11.6K $802K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
7.34K
+ 1.26%
$41.1 - $42.37 $302K - $311K
590K $24.9M
BNDX
Vanguard Total International B

ETFs
8.03K
+ 18683.72%
$48.77 - $49.55 $392K - $398K
8.08K $399K
VNQ
Vanguard Specialized Funds Van

ETFs
7.77K
+ 3.88%
$79.79 - $91.42 $620K - $710K
208K $18.5M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.28K
+ 218.22%
$72.02 - $73.82 $236K - $242K
4.79K $352K
NVDA
Nvidia Corp

Technology
371
+ 12.75%
$94.31 - $157.99 $35K - $58.6K
3.28K $518K
ENSG
Ensign Group, Inc

Healthcare
1.29K
New
$119.93 - $156.36 $155K - $202K
1.29K $198K
META
Meta Platforms, Inc.

Communication Services
53
+ 5.44%
$484.66 - $738.09 $25.7K - $39.1K
1.03K $758K
MAR
Marriott International Inc

Consumer Cyclical
3
+ 0.06%
$211.12 - $274.14 $633 - $822
4.77K $1.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
90
+ 4.21%
$456.74 - $568.03 $41.1K - $51.1K
2.23K $1.26M
BA
Boeing CO

Industrials
392
+ 7840.0%
$136.59 - $217.51 $53.5K - $85.3K
397 $83K
ALK
Alaska Air Group, Inc.

Industrials
1.37K
New
$41.01 - $54.88 $56K - $75K
1.37K $67K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
142
New
$299.15 - $396.54 $42.5K - $56.3K
142 $56K
DFAU
Dimensional ETF Tr

ETFs
1
+ 0.01%
$34.04 - $42.36 $34 - $42.4
13.6K $575K
AXP
American Express CO

Financial Services
4
+ 0.48%
$231.39 - $318.98 $926 - $1.28K
829 $264K
JPM
Jpmorgan Chase & CO

Financial Services
24
+ 3.93%
$210.28 - $289.91 $5.05K - $6.96K
634 $183K
AMCR
Amcor PLC

Consumer Cyclical
3.56K
New
$8.57 - $9.81 $30.5K - $34.9K
3.56K $32K
INTU
Intuit Inc

Technology
5
+ 5.0%
$544.07 - $787.63 $2.72K - $3.94K
105 $82K
KMI
Kinder Morgan, Inc.

Energy
713
New
$25.21 - $29.4 $18K - $21K
713 $20K
DISV
Dimensional ETF Tr Dimensional

ETFs
373
+ 20.44%
$25.93 - $32.91 $9.67K - $12.3K
2.2K $72K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
138
New
$121.58 - $136.74 $16.8K - $18.9K
138 $18K
SHOP
Shopify Inc.

Technology
20
+ 2.67%
$76.89 - $115.35 $1.54K - $2.31K
770 $88K
GOOG
Alphabet Inc.

Communication Services
33
+ 6.35%
$146.58 - $180.01 $4.84K - $5.94K
553 $98K
PSTG
Pure Storage, Inc.

Technology
12
+ 1.04%
$37.18 - $57.58 $446 - $691
1.16K $66K
RSG
Republic Services, Inc.

Industrials
2
+ 0.06%
$227.2 - $258.07 $454 - $516
3.45K $851K
VOE
Vanguard Mid Cap Value Index F

ETFs
93
New
$141.87 - $164.49 $13.2K - $15.3K
93 $15K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
7
+ 7.0%
$177.93 - $313.14 $1.25K - $2.19K
107 $33K
LQD
Ishares Iboxx $ Investment Gra

ETFs
122
New
$105.23 - $109.61 $12.8K - $13.4K
122 $13K
TSLA
Tesla, Inc.

Consumer Cyclical
21
+ 24.14%
$221.86 - $362.89 $4.66K - $7.62K
108 $34K
PH
Parker Hannifin Corp

Industrials
1
+ 0.74%
$517.23 - $700.54 $517 - $701
136 $94K
DFSV
Dimensional ETF Tr Dimensional

ETFs
380
+ 92.68%
$24.21 - $29.47 $9.2K - $11.2K
790 $23K
AVGO
Broadcom Inc.

Technology
41
New
$146.29 - $275.65 $6K - $11.3K
41 $11K
PLTR
Palantir Technologies Inc.

Technology
22
+ 14.19%
$74.01 - $144.25 $1.63K - $3.17K
177 $24K
SPY
Spdr S&P 500 ETF Trust

ETFs
18
New
$496.48 - $617.85 $8.94K - $11.1K
18 $11K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
137
New
$73.0 - $85.5 $10K - $11.7K
137 $11K
CSCO
Cisco Systems, Inc.

Technology
41
+ 3.75%
$53.19 - $69.38 $2.18K - $2.84K
1.13K $78K
PNTG
Pennant Group, Inc.

Healthcare
295
New
$24.35 - $30.0 $7.18K - $8.85K
295 $8K
TER
Teradyne, Inc

Technology
6
+ 0.6%
$67.96 - $91.05 $408 - $546
1.01K $90K
XYL
Xylem Inc.

Industrials
2
+ 0.27%
$102.86 - $129.5 $206 - $259
752 $97K
Activity Summary
Buys All Purchases 524 New Holdings 442 Increased Positions 82 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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