Decision Point Financial, LLC Portfolio Holdings
Decision Point Financial, LLC
- $381 Million
- Q2 2025
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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 656
- Current Value $381 Million
- Prior Value $343 Million
- Filing
- Period Q2 2025
- Filing Date August 13, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 442 stocks
- Additional Purchases 82 stocks
- Sold out of 0 stocks
- Reduced holdings in 44 stocks