Decision Point Financial, LLC has filed its 13F form on August 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $285 Million distributed in 250 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 $88.1M, Vanguard Intermediate Term Cor with a value of $34.8M, Dimensional ETF Tr Core Fxd In with a value of $20.4M, Dimensional ETF Tr with a value of $19.6M, and Home Bancshares Inc with a value of $19M.
Examining the 13F form we can see an increase of $27M in the current position value, from $258M to 285M.
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.