Decision Point Financial, LLC Purchases in Q1 2025

Decision Point Financial, LLC

  • $343 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFIC
Dimensional ETF Tr Dimensional

ETFs
134K
+ 14.12%
$25.54 - $28.79 $3.42M - $3.85M
1.08M $30M
VCIT
Vanguard Intermediate Term Cor

ETFs
17.8K
+ 3.81%
$79.17 - $82.04 $1.41M - $1.46M
486K $39.7M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
39.2K
+ 7.22%
$40.79 - $42.32 $1.6M - $1.66M
583K $24.5M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
64.6K
+ 22.95%
$25.35 - $27.46 $1.64M - $1.77M
346K $9.16M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
195K
+ 6.51%
$32.42 - $36.13 $6.33M - $7.06M
3.19M $105M
VNQ
Vanguard Specialized Funds Van

ETFs
12K
+ 6.36%
$85.55 - $94.34 $1.03M - $1.13M
200K $18.1M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
12K
+ 10.01%
$77.7 - $78.94 $935K - $950K
132K $10.4M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
33.4K
New
$21.23 - $23.75 $710K - $794K
33.4K $719K
SCHX
Schwab Strategic Tr Us Large C

ETFs
20.8K
+ 50824.39%
$21.75 - $24.28 $453K - $506K
20.9K $461K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
10.6K
+ 7.83%
$21.77 - $22.56 $230K - $239K
146K $3.28M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.86K
New
$27.01 - $28.54 $158K - $167K
5.86K $163K
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.56K
+ 949.38%
$23.16 - $27.04 $106K - $123K
5.04K $118K
DFAS
Dimensional ETF Tr U S Small C

ETFs
30K
+ 9.45%
$58.81 - $68.2 $1.77M - $2.05M
348K $20.8M
VGT
Vanguard Information Technolog

ETFs
153
+ 86.44%
$542.38 - $646.34 $83K - $98.9K
330 $178K
BND
Vanguard Bd Index Fd Inc Total

ETFs
840
+ 126.51%
$71.17 - $73.66 $59.8K - $61.9K
1.5K $110K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.72K
New
$18.36 - $20.51 $49.9K - $55.8K
2.72K $53K
VB
Vanguard Small Cap ETF

ETFs
293
+ 15.37%
$217.89 - $252.64 $63.8K - $74K
2.2K $487K
CSCO
Cisco Systems, Inc.

Technology
283
+ 34.94%
$58.74 - $64.87 $16.6K - $18.4K
1.09K $67K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
840
New
$22.46 - $23.26 $18.9K - $19.5K
840 $19K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
517
New
$25.81 - $28.52 $13.3K - $14.7K
517 $14K
CELH
Celsius Holdings, Inc.

Consumer Defensive
200
New
$21.28 - $35.62 $4.26K - $7.12K
200 $7K
SCHP
Schwab Strategic Us Tips ETF

ETFs
245
New
$25.69 - $26.89 $6.29K - $6.59K
245 $6K
LLY
Eli Lilly & CO

Healthcare
5
+ 31.25%
$725.72 - $929.72 $3.63K - $4.65K
21 $17K
DISV
Dimensional ETF Tr Dimensional

ETFs
2
+ 0.11%
$26.09 - $30.21 $52.2 - $60.4
1.83K $53K
PLTR
Palantir Technologies Inc.

Technology
10
+ 6.9%
$64.98 - $124.62 $650 - $1.25K
155 $13K
BNDX
Vanguard Total International B

ETFs
43
New
$48.33 - $49.5 $2.08K - $2.13K
43 $2K
UPST
Upstart Holdings, Inc.

Financial Services
47
New
$46.03 - $88.77 $2.16K - $4.17K
47 $2K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
127
New
$18.01 - $18.31 $2.29K - $2.33K
127 $2K
DIHP
Dimensional ETF Tr Dimensional

ETFs
3
+ 0.29%
$25.1 - $27.85 $75.3 - $83.6
1.03K $27K
WST
West Pharmaceutical Services Inc

Healthcare
5
New
$199.11 - $347.87 $996 - $1.74K
5 $1K
NET
Cloudflare, Inc.

Technology
9
New
$110.71 - $176.5 $996 - $1.59K
9 $1K
ERX
Direxion Daily Energy Bull 2 X

ETFs
20
New
$54.72 - $66.61 $1.09K - $1.33K
20 $1K
NOW
Service Now, Inc.

Technology
2
New
$783.83 - $1170.39 $1.57K - $2.34K
2 $1K
MAT
Mattel Inc

Consumer Cyclical
70
New
$17.73 - $21.94 $1.24K - $1.54K
70 $1K
ZS
Zscaler, Inc.

Technology
2
New
$181.66 - $216.87 $363 - $434
2 $0
TQQQ
Proshares Ultrapro Qqq

ETFs
10
New
$57.3 - $90.39 $573 - $904
10 $0
Super Micro Computer Inc
137
+ 29.15%
N/A
607 $0
Dimensional ETF Trust
20K
+ 973.22%
N/A
22K $0
Dimensional ETF Trust
792
+ 190.84%
N/A
1.21K $0
Dimensional ETF Trust
441
+ 8.03%
N/A
5.93K $0
COOK
Traeger, Inc.

Consumer Cyclical
9
+ 0.74%
$1.68 - $2.56 $15.1 - $23
1.22K $2K
EVC
Entravision Communications Corp

Communication Services
100
New
$1.73 - $2.67 $173 - $267
100 $0
DSX
Diana Shipping Inc.

Industrials
10
+ 0.58%
$1.56 - $1.96 $15.6 - $19.6
1.73K $2K
KRP
Kimbell Royalty Partners, LP

Energy
9
+ 2.82%
$13.35 - $16.45 $120 - $148
328 $4K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
22
+ 0.3%
$25.58 - $29.24 $563 - $643
7.43K $194K
VTI
Vanguard Total Stock Market Et

ETFs
204
+ 4.45%
$271.18 - $303.12 $55.3K - $61.8K
4.79K $1.32M
NVDA
Nvidia Corp

Technology
31
+ 1.08%
$106.98 - $149.43 $3.32K - $4.63K
2.91K $315K
MSFT
Microsoft Corp

Technology
584
+ 7.72%
$375.39 - $447.2 $219K - $261K
8.15K $3.06M
Activity Summary
Buys All Purchases 49 New Holdings 18 Increased Positions 31 Sells All Sells 26 Reductions 25 Sold out 1 Options Calls 0 Puts 0
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