Decision Point Financial, LLC Incresed Positions in Q4 2024

Decision Point Financial, LLC

  • $326 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
139K
+ 4.86%
$33.92 - $36.6 $4.72M - $5.09M
3M $104M
DFIC
Dimensional ETF Tr Dimensional

ETFs
178K
+ 23.15%
$25.61 - $28.0 $4.56M - $4.99M
948K $24.5M
DFAS
Dimensional ETF Tr U S Small C

ETFs
18.5K
+ 6.2%
$63.58 - $71.15 $1.18M - $1.32M
318K $20.7M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
14.1K
+ 13.25%
$77.86 - $79.27 $1.1M - $1.11M
120K $9.38M
AAPL
Apple Inc.

Technology
2.96K
+ 26.88%
$221.69 - $259.02 $657K - $768K
14K $3.5M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
45.3K
+ 19.16%
$26.16 - $28.82 $1.18M - $1.3M
281K $7.37M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
34.8K
+ 6.85%
$41.17 - $43.34 $1.43M - $1.51M
543K $22.5M
AMZN
Amazon Com Inc

Consumer Cyclical
1.29K
+ 36.58%
$180.88 - $232.93 $233K - $300K
4.8K $1.05M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
3.54K
+ 145.12%
$100.16 - $100.7 $354K - $356K
5.98K $599K
VCIT
Vanguard Intermediate Term Cor

ETFs
22.2K
+ 4.98%
$80.13 - $83.77 $1.78M - $1.86M
468K $37.6M
NVDA
Nvidia Corp

Technology
80
+ 2.86%
$117.0 - $148.88 $9.36K - $11.9K
2.88K $386K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
14
+ 0.66%
$521.84 - $558.82 $7.31K - $7.82K
2.14K $1.15M
UNH
Unitedhealth Group Inc

Healthcare
62
+ 155.0%
$485.52 - $625.25 $30.1K - $38.8K
102 $51K
ORCL
Oracle Corp

Technology
180
+ 28.8%
$165.41 - $192.43 $29.8K - $34.6K
805 $134K
DFAU
Dimensional ETF Tr

ETFs
319
+ 2.4%
$39.27 - $42.38 $12.5K - $13.5K
13.6K $550K
META
Meta Platforms, Inc.

Communication Services
10
+ 1.04%
$554.08 - $632.68 $5.54K - $6.33K
974 $574K
VO
Vanguard Mid Cap ETF

ETFs
74
+ 18.23%
$261.5 - $284.63 $19.4K - $21.1K
480 $126K
PG
Procter & Gamble CO

Consumer Defensive
105
+ 46.67%
$161.05 - $179.7 $16.9K - $18.9K
330 $55K
QQQ
Invesco Qqq Trust, Series 1

ETFs
10
+ 90.91%
$481.22 - $538.17 $4.81K - $5.38K
21 $10K
DIS
Walt Disney CO

Communication Services
5
+ 8.47%
$92.39 - $117.6 $462 - $588
64 $7K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
4.95K
+ 201.18%
$27.54 - $83.04 $136K - $411K
7.41K $205K
Dimensional ETF Trust
383
+ 7.5%
N/A
5.49K $0
Dimensional ETF Trust
403
+ 24.41%
N/A
2.05K $0
SONY
Sony Group Corp

Technology
128
+ 400.0%
$17.53 - $96.8 $2.24K - $12.4K
160 $3K
SCHA
Schwab Strategic Tr Us Small C

ETFs
240
+ 100.0%
$25.33 - $51.16 $6.08K - $12.3K
480 $12K
SCHX
Schwab Strategic Tr Us Large C

ETFs
27
+ 192.86%
$22.4 - $68.28 $605 - $1.84K
41 $0
KRP
Kimbell Royalty Partners, LP

Energy
8
+ 2.57%
$15.38 - $16.83 $123 - $135
319 $5K
DSX
Diana Shipping Inc.

Industrials
9
+ 0.53%
$1.74 - $2.54 $15.7 - $22.9
1.72K $3K
COOK
Traeger, Inc.

Consumer Cyclical
7
+ 0.58%
$2.34 - $3.58 $16.4 - $25.1
1.22K $2K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1
+ 0.27%
$442.29 - $483.08 $442 - $483
366 $165K
DIHP
Dimensional ETF Tr Dimensional

ETFs
5
+ 0.49%
$25.15 - $27.57 $126 - $138
1.02K $25K
PFE
Pfizer Inc

Healthcare
100
+ 3.61%
$24.8 - $30.19 $2.48K - $3.02K
2.87K $76K
DISV
Dimensional ETF Tr Dimensional

ETFs
11
+ 0.61%
$26.18 - $28.77 $288 - $316
1.82K $48K
AMD
Advanced Micro Devices Inc

Technology
10
+ 2.44%
$118.88 - $172.8 $1.19K - $1.73K
419 $50K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
661
+ 0.61%
$49.58 - $50.28 $32.8K - $33.2K
110K $5.46M
DFAE
Dimensional ETF Tr

ETFs
10.7K
+ 5.18%
$25.36 - $28.15 $271K - $301K
217K $5.51M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
66.4K
+ 96.5%
$22.02 - $46.16 $1.46M - $3.07M
135K $2.98M
DFAR
Dimensional ETF Tr Dimensional

ETFs
8.82K
+ 4.9%
$22.72 - $25.76 $200K - $227K
189K $4.39M
VNQ
Vanguard Specialized Funds Van

ETFs
7.99K
+ 4.43%
$87.85 - $98.6 $702K - $788K
188K $16.8M
DFAI
Dimensional ETF Tr

ETFs
23.7K
+ 3.67%
$29.0 - $31.6 $688K - $749K
670K $19.6M
Activity Summary
Buys All Purchases 75 New Holdings 34 Increased Positions 41 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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