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Home > Institutional Investor > Decisionpoint Financial, Llc > Profile

Instuitional Investor - Decisionpoint Financial, Llc

Fund Profile
Filing Period:
Fund Name: Decisionpoint Financial, Llc
Portfolio Value $573,860,176
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 DFAC 4,293,579 $191,751,210 33.41%
2.
Dimensional Etf Trust
 DFAC 1,731,401 $64,546,635 11.25%
3.
Vanguard Scottsdale Funds
 VCIT 656,277 $51,274,955 8.94%
4.
Dimensional Etf Trust
 DFAC 478,766 $37,334,236 6.51%
5.
Dimensional Etf Trust
 DFAC 752,970 $30,261,876 5.27%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.