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Home > Institutional Investor > Decisionpoint Financial, Llc > 13F Holdings

Instuitional Investor - Decisionpoint Financial, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 3,194,161 $105,375,377 30.57%
2.
Vanguard Scottsdale Funds
 485,708 $39,711,465 11.52%
3.
Dimensional Etf Trust
 1,081,724 $30,039,487 8.72%
4.
Dimensional Etf Trust
 582,553 $24,502,162 7.11%
5.
Dimensional Etf Trust
 347,698 $20,774,946 6.03%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)