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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 $539,863,507
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 DFAC 4,061,339 $179,876,725 33.32%
2.
Dimensional Etf Trust
 DFAC 1,583,340 $58,884,420 10.91%
3.
Vanguard Scottsdale Funds
 VCIT 601,336 $49,423,834 9.15%
4.
Dimensional Etf Trust
 DFAC 451,314 $37,039,348 6.86%
5.
Dimensional Etf Trust
 DFAC 701,524 $29,555,189 5.47%
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.