DecisionPoint Financial, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 10, 2025), DecisionPoint Financial, LLC reported 655 stock positions worth $428.9 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 31.9% of the portfolio, followed by Vanguard Int-Term Corporate (VCIT, 10.3%) and Dimensional International (DFIC, 9.6%). Compared with Q2 2025, it opened 35 new positions, sold out of 22, added to 40 and reduced 50. The biggest buy was Dimensional US Core Equity 2 (DFAC, shares +5%) and the biggest sale Home Bancshares (HOMB, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- MESA, AZ
- CIK
- 0001938514
- Portfolio Value
- $428.9M (Q3 2025)
- SEC Filing
- 0001938514-25-000007 ↗ filed Nov 10, 2025
Holdings Value
Holdings 655 stocks · $428.9M
| DFAC Dimensional US Core Equity 2 | 31.92% | 3,541,038 | $136.9M | Add +5.3% |
| VCIT Vanguard Int-Term Corporate | 10.28% | 524,622 | $44.1M | Add +4.5% |
| DFIC Dimensional International Co. | 9.62% | 1,252,178 | $41.2M | Add +12.2% |
| DFAS Dimensional US Small Cap ETF | 6.39% | 399,235 | $27.4M | Add +7.0% |
| DFCF Dimensional Core Fixed Inc. | 6.02% | 602,294 | $25.8M | Add +2.1% |
| DFAI Dimensional International Co. | 5.96% | 698,348 | $25.5M | Reduce -3.5% |
| VNQ Vanguard Real Estate ETF | 5.01% | 234,548 | $21.5M | Add +12.7% |
| HOMB Home Bancshares Inc. | 4.36% | 663,020 | $18.7M | Reduce -1.4% |
| DFEM Dimensional Emrg MRKT Core | 2.91% | 386,001 | $12.5M | Add +10.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 2.57% | 138,098 | $11.0M | Add +5.1% |
| DCOR Dimensional US Core Eq 1 ETF | 1.91% | 113,673 | $8.2M | Add +0.1% |
| DFAE Dimensional Emerging Core Eq | 1.90% | 256,766 | $8.2M | Reduce -3.7% |
| DFAR Dimensional US Real Est ETF | 1.35% | 242,676 | $5.8M | Reduce -0.1% |
| SLQD iShares 0-5 YR Inv GRD Corp. | 1.15% | 97,050 | $4.9M | Reduce -5.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.90% | 11,659 | $3.8M | Add +23.4% |
| MSFT Microsoft Corp. | 0.78% | 6,412 | $3.3M | Reduce -24.1% |
| AAPL Apple Inc. | 0.66% | 11,002 | $2.8M | Add +1.8% |
| SCHI Schwab 5-10 Year Corporate B | 0.60% | 111,754 | $2.6M | Reduce -12.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.52% | 8,722 | $2.2M | Reduce -0.2% |
| SGOV iShares 0-3 Month Treasury B | 0.38% | 16,189 | $1.6M | Add +168.2% |
| VOO Vanguard S&P 500 ETF | 0.31% | 2,195 | $1.3M | Reduce -1.4% |
| VXUS Vanguard Total Intl Stock | 0.29% | 16,922 | $1.3M | Add +45.6% |
| MAR Marriott International Class A | 0.29% | 4,689 | $1.2M | Reduce -1.6% |
| SCHB Schwab US Broad Market ETF | 0.20% | 33,423 | $862K | No change |
| AMZN Amazon.com Inc. | 0.20% | 3,836 | $846K | Add +5.1% |
| VWO Vanguard Ftse Emerging Marke | 0.19% | 14,833 | $809K | Reduce -0.4% |
| RSG Republic Services Inc. | 0.18% | 3,452 | $785K | No change |
| BND Vanguard Total Bond Market | 0.18% | 10,479 | $779K | Add +119.0% |
| VEA Vanguard Ftse Developed ETF | 0.18% | 12,825 | $774K | Reduce -0.2% |
| NVDA Nvidia Corp. | 0.15% | 3,383 | $633K | Add +3.1% |
| DFAX Dimensional World Ex US Core | 0.13% | 18,206 | $574K | Reduce -5.7% |
| DFAU Dimensional US Core Equity M | 0.13% | 12,344 | $567K | Reduce -9.2% |
| SCHX Schwab US Large-Cap ETF | 0.13% | 20,880 | $552K | Add +0.0% |
| BNDX Vanguard Total Intl Bond ETF | 0.11% | 9,844 | $486K | Add +21.9% |
| DFAW Dimensional World Eqty ETF | 0.11% | 6,700 | $483K | Reduce -0.5% |
| DFNM Dimensional National Muni BD | 0.10% | 9,344 | $449K | No change |
| META Meta Platforms Inc. Class A | 0.09% | 511 | $367K | Reduce -50.2% |
| IVV iShares Core S&P 500 ETF | 0.07% | 476 | $320K | Add +77.0% |
| VT Vanguard Tot World STK ETF | 0.07% | 2,047 | $284K | Reduce -7.6% |
| IBIT iShares Bitcoin Trust ETF | 0.07% | 4,175 | $279K | Add +17.5% |
| GOOGL Alphabet Inc. Class A | 0.06% | 1,131 | $277K | Add +0.1% |
| AXP American Express Co. | 0.06% | 830 | $273K | Add +0.1% |
| VGSH Vanguard Short-Term Treasury | 0.06% | 4,350 | $255K | Add +676.8% |
| ORCL Oracle Corp. | 0.05% | 789 | $228K | No change |
| ENSG The Ensign Group Inc. | 0.05% | 1,289 | $225K | No change |
| RF Regions Financial Corp. | 0.05% | 7,725 | $202K | Reduce -5.3% |
| JPM JPMorgan Chase & Co. | 0.05% | 634 | $197K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.04% | 382 | $190K | No change |
| IWF iShares Russell 1000 Growth | 0.04% | 377 | $178K | Reduce -66.8% |
| VGT Vanguard Info Tech ETF | 0.04% | 217 | $163K | Add +26.2% |
| HD Home Depot Inc. | 0.04% | 407 | $162K | No change |
| SCHD Schwab US DVD Equity ETF | 0.04% | 5,858 | $161K | No change |
| DEXC Dimensional Em Ex Cce ETF | 0.03% | 2,558 | $146K | No change |
| SCHA Schwab US Small-Cap ETF | 0.03% | 5,037 | $141K | No change |
| GOOG Alphabet Inc. Class C | 0.03% | 553 | $136K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.03% | 455 | $134K | Reduce -1.3% |
| ANFIELD US EQUITY SECTOR ROT | 0.03% | 5,841 | $120K | No change |
| SOUN Soundhound AI Inc. Class A | 0.03% | 6,781 | $110K | No change |
| CLH Clean Harbors Inc. | 0.02% | 465 | $106K | No change |
| DISV Dimensional International SM | 0.02% | 2,952 | $106K | Add +34.3% |
| PH Parker Hannifin Corp. | 0.02% | 136 | $103K | No change |
| COP Conocophillips | 0.02% | 1,016 | $97K | No change |
| SHOP Shopify Inc. Class A | 0.02% | 613 | $92K | Reduce -20.4% |
| VXF Vanguard Extended Market ETF | 0.02% | 407 | $86K | Add +1000.0% |
| BA The Boeing Co. | 0.02% | 397 | $85K | No change |
| CID HOLDCO INC | 0.02% | 30,887 | $80K | No change |
| CSCO Cisco Systems Inc. | 0.02% | 1,134 | $78K | No change |
| DFIV Dimensional International Va | 0.02% | 1,610 | $75K | Add +55.6% |
| VTIP Vanguard Short-Term Tips | 0.02% | 1,487 | $74K | New |
| BNDW Vanguard Total World Bond Et | 0.01% | 915 | $64K | No change |
| EFA iShares MSCI Eafe ETF | 0.01% | 616 | $58K | Reduce -57.3% |
| PHO Invesco Water Resources ETF | 0.01% | 800 | $58K | No change |
| DFEV Dimensional Emrg MRKT Val | 0.01% | 1,744 | $56K | Add +91.7% |
| TWO RDS SHARED TR | 0.01% | 5,647 | $53K | No change |
| DFUS Dimensional US Eq MKT ETF | 0.01% | 727 | $53K | New |
| DFSV Dimensional US Small Cap Val | 0.01% | 1,617 | $52K | Add +104.7% |
| TSLA Tesla Inc. | 0.01% | 108 | $50K | No change |
| ED Consolidated Edison Inc. | 0.01% | 502 | $49K | No change |
| PAYX Paychex Inc. | 0.01% | 397 | $49K | No change |
| CVX Chevron Corp. | 0.01% | 313 | $48K | Add +1.3% |
| INTU Intuit Inc. | 0.01% | 71 | $48K | Reduce -32.4% |
| NKE Nike Inc. Class B | 0.01% | 642 | $48K | No change |
| NRIM Northrim Bancorp Inc. | 0.01% | 2,000 | $43K | No change |
| GIS General Mills Inc. | 0.01% | 836 | $42K | No change |
| SCHM Schwab US Mid Cap ETF | 0.01% | 1,416 | $42K | Add +0.4% |
| PGR Progressive Corp. | 0.01% | 168 | $41K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.01% | 525 | $41K | No change |
| DFLV Dim US Large Cap Value ETF | 0.01% | 1,207 | $40K | No change |
| GPK Graphic Packaging Holding Co. | 0.01% | 1,912 | $37K | No change |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.01% | 412 | $35K | Reduce -64.5% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.01% | 612 | $35K | No change |
| FDX FedEx Corp. | 0.01% | 144 | $34K | No change |
| RCL Royal Caribbean Cruises Ltd. | 0.01% | 107 | $34K | No change |
| IVW iShares S&P 500 Growth ETF | 0.01% | 265 | $32K | No change |
| DIHP Dimensional International Hi | 0.01% | 1,041 | $32K | Add +0.5% |
| YUM Yum! Brands Inc. | 0.01% | 202 | $31K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.01% | 167 | $31K | Reduce -5.7% |
| LKQ LKQ Corp. | 0.01% | 988 | $31K | No change |
| AMCR Amcor PLC | 0.01% | 3,559 | $29K | No change |
| SBUX Starbucks Corp. | 0.01% | 333 | $28K | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $26 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| DSX.WS Diana Shipping Inc.-28 | *W EXP 12/14/202 | 315 | $26 | No change |
Total filed on the 13F, all lines: $428.9M.
Portfolio Sells Q2 2025 → Q3 2025
| HOMB Home Bancshares Inc. | Reduce -1.4% | 4.36% | −0.69 |
| DFAI Dimensional International Co. | Reduce -3.5% | 5.96% | −0.42 |
| MSFT Microsoft Corp. | Reduce -24.1% | 0.78% | −0.28 |
| SLQD iShares 0-5 YR Inv GRD Corp. | Reduce -5.3% | 1.15% | −0.17 |
| SCHI Schwab 5-10 Year Corporate B | Reduce -12.8% | 0.60% | −0.14 |
| DFAR Dimensional US Real Est ETF | Reduce -0.1% | 1.35% | −0.11 |
| META Meta Platforms Inc. Class A | Reduce -50.2% | 0.09% | −0.10 |
| IWF iShares Russell 1000 Growth | Reduce -66.8% | 0.04% | −0.08 |
| DFAE Dimensional Emerging Core Eq | Reduce -3.7% | 1.90% | −0.07 |
| MAR Marriott International Class A | Reduce -1.6% | 0.29% | −0.05 |
| HACK Amplify Cybersecurity ETF | Sold out | 0.00% | −0.03 |
| XYL Xylem Inc. | Reduce -99.7% | 0.00% | −0.03 |
| TER Teradyne Inc. | Reduce -99.4% | 0.00% | −0.02 |
| PPH Vaneck Pharmaceutical ETF | Sold out | 0.00% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -98.8% | 0.00% | −0.02 |
| EFA iShares MSCI Eafe ETF | Reduce -57.3% | 0.01% | −0.02 |
| ALK Alaska Air Group Inc. | Sold out | 0.00% | −0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.2% | 0.52% | −0.02 |
| PSX Phillips 66 | Reduce -99.2% | 0.00% | −0.02 |
| DFAU Dimensional US Core Equity M | Reduce -9.2% | 0.13% | −0.02 |
| VOOG Vanguard S&P 500 Growth ETF | Sold out | 0.00% | −0.01 |
| ON On Semiconductor | Sold out | 0.00% | −0.01 |
| DFAX Dimensional World Ex US Core | Reduce -5.7% | 0.13% | −0.01 |
| PEP Pepsico Inc. | Reduce -99.3% | 0.00% | −0.01 |
| JNJ Johnson & Johnson | Reduce -78.2% | 0.00% | −0.01 |
| INTU Intuit Inc. | Reduce -32.4% | 0.01% | −0.01 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.01 |
| P Everpure Inc. Class A | Reduce -64.5% | 0.01% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -1.4% | 0.31% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -90.9% | 0.00% | −0.01 |
| HASI Ha Sustainable Infrastructur | Sold out | 0.00% | −0.01 |
| VT Vanguard Tot World STK ETF | Reduce -7.6% | 0.07% | −0.01 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.2% | 0.18% | −0.01 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Sold out | 0.00% | −0.00 |
| SDY SS SPDR S&P Dividend ETF | Reduce -78.3% | 0.00% | −0.00 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Sold out | 0.00% | −0.00 |
| DFAW Dimensional World Eqty ETF | Reduce -0.5% | 0.11% | −0.00 |
| RF Regions Financial Corp. | Reduce -5.3% | 0.05% | −0.00 |
| EFAV iShares MSCI Eafe Min Vol Fa | Sold out | 0.00% | −0.00 |
| NMAX Newsmax Inc. | Sold out | 0.00% | −0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -1.3% | 0.03% | −0.00 |
| IJT iShares S&P Small-Cap 600 GR | Sold out | 0.00% | −0.00 |
| NET Cloudflare Inc. Class A | Reduce -86.2% | 0.00% | −0.00 |
| PLD Prologis Inc. | Reduce -79.3% | 0.00% | −0.00 |
| UNH Unitedhealth Group Inc. | Reduce -25.0% | 0.00% | −0.00 |
| YUMC Yum China Holdings Inc. | Reduce -33.5% | 0.00% | −0.00 |
| SHOP Shopify Inc. Class A | Reduce -20.4% | 0.02% | −0.00 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Sold out | 0.00% | −0.00 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Sold out | 0.00% | −0.00 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Sold out | 0.00% | −0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| DFAC Dimensional US Core Equity 2 | Add +5.3% | 31.92% | +0.97 |
| DFIC Dimensional International Co. | Add +12.2% | 9.62% | +0.77 |
| DFEM Dimensional Emrg MRKT Core | Add +10.2% | 2.91% | +0.25 |
| VNQ Vanguard Real Estate ETF | Add +12.7% | 5.01% | +0.24 |
| DFAS Dimensional US Small Cap ETF | Add +7.0% | 6.39% | +0.23 |
| SGOV iShares 0-3 Month Treasury B | Add +168.2% | 0.38% | +0.22 |
| VTI VG Morningstar TS MKT ETF-US | Add +23.4% | 0.90% | +0.16 |
| BND Vanguard Total Bond Market | Add +119.0% | 0.18% | +0.09 |
| VXUS Vanguard Total Intl Stock | Add +45.6% | 0.29% | +0.09 |
| AAPL Apple Inc. | Add +1.8% | 0.66% | +0.08 |
| VGSH Vanguard Short-Term Treasury | Add +676.8% | 0.06% | +0.05 |
| IVV iShares Core S&P 500 ETF | Add +77.0% | 0.07% | +0.03 |
| NVDA Nvidia Corp. | Add +3.1% | 0.15% | +0.02 |
| VXF Vanguard Extended Market ETF | Add +1000.0% | 0.02% | +0.02 |
| VTIP Vanguard Short-Term Tips | New | 0.02% | +0.02 |
| GOOGL Alphabet Inc. Class A | Add +0.1% | 0.06% | +0.01 |
| DFUS Dimensional US Eq MKT ETF | New | 0.01% | +0.01 |
| BNDX Vanguard Total Intl Bond ETF | Add +21.9% | 0.11% | +0.01 |
| IBIT iShares Bitcoin Trust ETF | Add +17.5% | 0.07% | +0.01 |
| VGT Vanguard Info Tech ETF | Add +26.2% | 0.04% | +0.01 |
| DISV Dimensional International SM | Add +34.3% | 0.02% | +0.01 |
| DFEV Dimensional Emrg MRKT Val | Add +91.7% | 0.01% | +0.01 |
| DFIV Dimensional International Va | Add +55.6% | 0.02% | +0.01 |
| DFSV Dimensional US Small Cap Val | Add +104.7% | 0.01% | +0.01 |
| VONG Vanguard Russell 1000 Growth | Add +1700.0% | 0.01% | +0.00 |
| JMBS Janus Henderson Mortg Backed | New | 0.00% | +0.00 |
| EDV Vanguard Extended Dur Treas | New | 0.00% | +0.00 |
| IQLT iShares MSCI International Q | New | 0.00% | +0.00 |
| FIG Figma Inc. Class A | New | 0.00% | +0.00 |
| SPTI SS SPDR P Int Term TSY ETF | New | 0.00% | +0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +169.4% | 0.00% | +0.00 |
| FTEC Fidelity MSCI Info Tech Indx | New | 0.00% | +0.00 |
| SPTS SS SPDR P St Term TSY ETF | New | 0.00% | +0.00 |
| XLV SS Health Care Select Sector | Add +88.2% | 0.00% | +0.00 |
| TLH iShares 10-20 Year Treasury | New | 0.00% | +0.00 |
| EMXC iShares MSCI Emr MRK Ex Chna | New | 0.00% | +0.00 |
| BAR Graniteshares Gold Trust | New | 0.00% | +0.00 |
| IXJ iShares Global Healthcare Et | New | 0.00% | +0.00 |
| NVS Novartis AG-Sponsored ADR | New | 0.00% | +0.00 |
| BTI British American Tob-SP ADR | New | 0.00% | +0.00 |
| BGIG Bahl & Gaynor Inc. Growth ETF | New | 0.00% | +0.00 |
| MUB iShares National Muni Bond E | New | 0.00% | +0.00 |
| XLF SS Financial Select Sector | New | 0.00% | +0.00 |
| ASX Ase Technology Holding -ADR | New | 0.00% | +0.00 |
| ENB Enbridge Inc. | New | 0.00% | +0.00 |
| EXI iShares Global Industrials E | New | 0.00% | +0.00 |
| NGG National Grid PLC-SP ADR | New | 0.00% | +0.00 |
| XLC SS Comm Select Sector SPDR | New | 0.00% | +0.00 |
| XLP SS Consumer Staples Sel Sect | New | 0.00% | +0.00 |
| VEU Vanguard Ftse All-World Ex-U | New | 0.00% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,415 | $539.9M | DFAC, DFIC, VCIT, DFAS, DFCF |
| Q1 2026 | 677 | $463.9M | DFAC, DFIC, VCIT, DFAS, DFCF |
| Q4 2025 | 725 | $454.5M | DFAC, DFIC, VCIT, DFAS, DFCF |
| Q3 2025 | 655 | $428.9M | DFAC, VCIT, DFIC, DFAS, DFCF |
| Q2 2025 | 642 | $391.6M | DFAC, VCIT, DFIC, DFAI, DFCF |
| Q1 2025 | 253 | $344.7M | DFAC, VCIT, DFIC, DFCF, DFAS |
| Q4 2024 | 262 | $327.3M | DFAC, VCIT, DFIC, DFCF, HOMB |
| Q3 2024 | 240 | $315.9M | DFAC, VCIT, DFCF, DFIC, HOMB |
| Q2 2024 | 239 | $298.2M | DFAC, VCIT, HOMB, DFCF, DFAI |
| Q1 2024 | 274 | $251.3M | DFAC, VCIT, HOMB, DFAI, DFCF |