Decision Point Financial, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $381 Million distributed in 656 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $121M, Vanguard Intermediate Term Cor with a value of $41.6M, Dimensional ETF Tr Dimensional with a value of $34.7M, Dimensional ETF Tr with a value of $25M, and Dimensional ETF Tr Core Fxd In with a value of $24.9M.
Examining the 13F form we can see an increase of $38.4M in the current position value, from $343M to 381M.
Decision Point Financial, LLC is based out at Mesa, AZ
Below you can find more details about Decision Point Financial, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$381 Million
ETFs: $346 Million
Financial Services: $20.1 Million
Technology: $7.78 Million
Consumer Cyclical: $2.58 Million
Industrials: $1.46 Million
Communication Services: $1.09 Million
Healthcare: $481,000
Energy: $240,000
Other: $239,000
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
