Decision Point Financial, LLC Incresed Positions 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
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
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
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
INTU
Intuit Inc

Technology
5
+ 5.0%
$544.07 - $787.63 $2.72K - $3.94K
105 $82K
DISV
Dimensional ETF Tr Dimensional

ETFs
373
+ 20.44%
$25.93 - $32.91 $9.67K - $12.3K
2.2K $72K
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
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
7
+ 7.0%
$177.93 - $313.14 $1.25K - $2.19K
107 $33K
TSLA
Tesla, Inc.

Consumer Cyclical
21
+ 24.14%
$221.86 - $362.89 $4.66K - $7.62K
108 $34K
DFSV
Dimensional ETF Tr Dimensional

ETFs
380
+ 92.68%
$24.21 - $29.47 $9.2K - $11.2K
790 $23K
PH
Parker Hannifin Corp

Industrials
1
+ 0.74%
$517.23 - $700.54 $517 - $701
136 $94K
PLTR
Palantir Technologies Inc.

Technology
22
+ 14.19%
$74.01 - $144.25 $1.63K - $3.17K
177 $24K
CSCO
Cisco Systems, Inc.

Technology
41
+ 3.75%
$53.19 - $69.38 $2.18K - $2.84K
1.13K $78K
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
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
60
+ 1.0%
$100.35 - $100.71 $6.02K - $6.04K
6.04K $607K
RBLX
Roblox Corp

Communication Services
4
+ 4.0%
$51.22 - $105.59 $205 - $422
104 $10K
DIS
Walt Disney CO

Communication Services
30
+ 46.88%
$81.72 - $124.01 $2.45K - $3.72K
94 $11K
NKE
Nike, Inc.

Consumer Cyclical
2
+ 0.31%
$53.27 - $72.04 $107 - $144
642 $45K
LLY
Eli Lilly & CO

Healthcare
7
+ 33.33%
$713.71 - $898.95 $5K - $6.29K
28 $21K
NET
Cloudflare, Inc.

Technology
20
+ 222.22%
$97.08 - $195.83 $1.94K - $3.92K
29 $5K
VUG
Vanguard Growth ETF

ETFs
4
+ 17.39%
$329.49 - $438.4 $1.32K - $1.75K
27 $11K
SNOW
Snowflake Inc.

Technology
2
+ 8.0%
$130.53 - $223.77 $261 - $448
27 $6K
CAT
Caterpillar Inc

Industrials
5
+ 33.33%
$273.94 - $388.21 $1.37K - $1.94K
20 $7K
HD
Home Depot, Inc.

Consumer Cyclical
7
+ 1.75%
$335.24 - $380.78 $2.35K - $2.67K
407 $149K
JCI
Johnson Controls International PLC

Industrials
3
+ 3.61%
$71.14 - $105.62 $213 - $317
86 $9K
DIHP
Dimensional ETF Tr Dimensional

ETFs
11
+ 1.07%
$24.32 - $29.74 $268 - $327
1.04K $30K
CCL
Carnival Corp

Consumer Cyclical
14
+ 14.0%
$16.43 - $28.12 $230 - $394
114 $3K
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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