Decision Point Financial, LLC Incresed Positions in Q3 2025

Decision Point Financial, LLC

  • $418 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
179K
+ 5.31%
$36.04 - $38.78 $6.44M - $6.93M
3.54M $137M
DFIC
Dimensional ETF Tr Dimensional

ETFs
137K
+ 12.24%
$30.76 - $33.01 $4.2M - $4.51M
1.25M $41.1M
DFAS
Dimensional ETF Tr U S Small C

ETFs
26.2K
+ 7.03%
$63.41 - $69.69 $1.66M - $1.83M
399K $27.3M
VNQ
Vanguard Specialized Funds Van

ETFs
26.4K
+ 12.66%
$88.47 - $93.24 $2.33M - $2.46M
235K $21.4M
VCIT
Vanguard Intermediate Term Cor

ETFs
22.4K
+ 4.46%
$81.75 - $84.54 $1.83M - $1.89M
525K $44.1M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
35.8K
+ 10.23%
$29.55 - $32.52 $1.06M - $1.17M
386K $12.4M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
10.2K
+ 168.21%
$100.37 - $100.74 $1.02M - $1.02M
16.2K $1.63M
VTI
Vanguard Total Stock Market Et

ETFs
2.21K
+ 23.41%
$303.93 - $329.86 $672K - $730K
11.7K $3.83M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
12.4K
+ 2.1%
$41.8 - $43.15 $518K - $535K
602K $25.8M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6.72K
+ 5.12%
$78.96 - $80.04 $531K - $538K
138K $11M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5.3K
+ 45.62%
$68.24 - $73.73 $362K - $391K
16.9K $1.24M
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.69K
+ 118.95%
$72.57 - $74.72 $413K - $425K
10.5K $779K
VGSH
Vanguard

ETFs
3.79K
+ 676.79%
$58.43 - $58.88 $221K - $223K
4.35K $255K
IVV
Ishares Core S&P 500 ETF

ETFs
207
+ 76.95%
$620.67 - $670.08 $128K - $139K
476 $318K
NVDA
Nvidia Corp

Technology
103
+ 3.14%
$153.3 - $186.58 $15.8K - $19.2K
3.38K $631K
BNDX
Vanguard Total International B

ETFs
1.77K
+ 21.88%
$49.0 - $49.51 $86.6K - $87.5K
9.84K $486K
VXF
Vanguard Extended Market ETF

ETFs
370
+ 1000.0%
$193.58 - $213.07 $71.6K - $78.8K
407 $85K
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.09%
$174.36 - $254.72 $174 - $255
1.13K $274K
VGT
Vanguard Information Technolog

ETFs
45
+ 26.16%
$656.44 - $753.15 $29.5K - $33.9K
217 $162K
AMZN
Amazon Com Inc

Consumer Cyclical
186
+ 5.1%
$211.65 - $238.24 $39.4K - $44.3K
3.84K $842K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1
+ 0.0%
$24.46 - $26.5 $24.5 - $26.5
20.9K $549K
DISV
Dimensional ETF Tr Dimensional

ETFs
754
+ 34.3%
$32.78 - $35.79 $24.7K - $27K
2.95K $105K
DFIV
Dimensional ETF Tr

ETFs
575
+ 55.56%
$42.66 - $46.53 $24.5K - $26.8K
1.61K $74K
DFSV
Dimensional ETF Tr Dimensional

ETFs
827
+ 104.68%
$29.2 - $32.74 $24.1K - $27.1K
1.62K $51K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
834
+ 91.65%
$29.97 - $32.38 $25K - $27K
1.74K $55K
VONG
Vanguard Russell 1000 Growth E

ETFs
170
+ 1700.0%
$108.08 - $121.73 $18.4K - $20.7K
180 $21K
VTV
Vanguard Value ETF

ETFs
61
+ 169.44%
$175.51 - $186.57 $10.7K - $11.4K
97 $18K
AXP
American Express CO

Financial Services
1
+ 0.12%
$294.27 - $342.31 $294 - $342
830 $275K
XLV
Select Sector Spdr Fund Health

ETFs
45
+ 88.24%
$129.01 - $139.72 $5.81K - $6.29K
96 $13K
CVX
Chevron Corp

Energy
4
+ 1.29%
$145.57 - $161.83 $582 - $647
313 $48K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
6
+ 0.43%
$28.15 - $30.13 $169 - $181
1.42K $41K
SHEL
Shell PLC

Energy
22
+ 200.0%
$69.82 - $73.93 $1.54K - $1.63K
33 $2K
SPY
Spdr S&P 500 ETF Trust

ETFs
3
+ 16.67%
$617.65 - $666.84 $1.85K - $2K
21 $13K
DIHP
Dimensional ETF Tr Dimensional

ETFs
5
+ 0.48%
$28.69 - $30.59 $143 - $153
1.04K $31K
Ishares Bitcoin Trust ETF
623
+ 17.54%
N/A
4.18K $0
TTD
Trade Desk, Inc.

Technology
28
+ 87.5%
$43.93 - $89.76 $1.23K - $2.51K
60 $2K
TTE
Total Energies Se

Energy
3
+ 9.09%
N/A
36 $2K
COOK
Traeger, Inc.

Consumer Cyclical
1.16K
+ 94.53%
$1.22 - $2.02 $1.41K - $2.34K
2.38K $2K
Dimensional ETF Trust
95
+ 0.08%
N/A
114K $0
NRIM
Northrim Bancorp Inc

Financial Services
1.5K
+ 300.0%
$21.72 - $99.49 $32.6K - $149K
2K $43K
Activity Summary
Buys All Purchases 77 New Holdings 36 Increased Positions 41 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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