DecisionPoint Financial, LLC

13F filer, CIK 1938514, MESA, AZ

DecisionPoint Financial, LLC reported $315,886,419 across 241 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-10-29. Its ten largest share positions make up 86.3% of the portfolio.

Filed 2024-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001938514-24-000006

Period: 2024-09-30
Reported value: $316M
Holdings: 241
Top 10 weight: 86.3%
New: 4
Sold out: 3

Largest buys vs the previous quarter

Security	Shares change	Approx. value
DFACadded	+127,839	$4.38M
DFICadded	+93,009	$2.62M
DFASadded	+17,108	$1.11M
VCSHadded	+11,634	$924K
VCITadded	+10,778	$903K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
HOMBreduced	-18,205	-$493K
DFAIreduced	-14,310	-$455K
SCHIreduced	-6,705	-$310K
SGOVreduced	-2,092	-$211K
DFAEreduced	-5,562	-$152K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001938514-24-000006, largest first. % of portfolio is the value over $315,886,419, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
DFACDIMENSIONAL ETF TRUST	2,859,760	$98.1M	31.04%	+127,839	Timeline
VCITVANGUARD SCOTTSDALE FDS	445,691	$37.3M	11.82%	+10,778	Timeline
DFCFDIMENSIONAL ETF TRUST	508,486	$22M	6.95%	+16,971	Timeline
DFICDIMENSIONAL ETF TRUST	769,676	$21.7M	6.86%	+93,009	Timeline
HOMBHOME BANCSHARES INC	775,049	$21M	6.65%	-18,205	Timeline
DFAIDIMENSIONAL ETF TRUST	646,153	$20.5M	6.5%	-14,310	Timeline
DFASDIMENSIONAL ETF TRUST	299,129	$19.4M	6.14%	+17,108	Timeline
VNQVANGUARD INDEX FDS	180,441	$17.6M	5.56%	+1,254	Timeline
VCSHVANGUARD SCOTTSDALE FDS	106,131	$8.43M	2.67%	+11,634	Timeline
DFEMDIMENSIONAL ETF TRUST	236,213	$6.65M	2.1%	+30,138	Timeline
DFAEDIMENSIONAL ETF TRUST	206,584	$5.66M	1.79%	-5,562	Timeline
SLQDISHARES TR	109,079	$5.5M	1.74%	-1,104	Timeline
DFARDIMENSIONAL ETF TRUST	180,034	$4.62M	1.46%	-488	Timeline
MSFTMICROSOFT CORP	7,577	$3.26M	1.03%	+14	Timeline
SCHISCHWAB STRATEGIC TR	68,819	$3.18M	1.01%	-6,705	Timeline
AAPLAPPLE INC	11,026	$2.57M	0.81%	+211	Timeline
VTIVANGUARD INDEX FDS	4,856	$1.38M	0.44%	0	Timeline
MARMARRIOTT INTL INC NEW	4,763	$1.18M	0.37%	0	Timeline
VOOVANGUARD INDEX FDS	2,129	$1.12M	0.36%	0	Timeline
VEAVANGUARD TAX-MANAGED FDS	14,940	$789K	0.25%	+60	Timeline
VWOVANGUARD INTL EQUITY INDEX F	15,641	$748K	0.24%	-483	Timeline
RSGREPUBLIC SVCS INC	3,450	$693K	0.22%	0	Timeline
AMZNAMAZON COM INC	3,516	$655K	0.21%	+57	Timeline
METAMETA PLATFORMS INC	964	$552K	0.17%	+21	Timeline
DFAXDIMENSIONAL ETF TRUST	19,995	$540K	0.17%	-1,946	Timeline
LANDGLADSTONE LD CORP	38,700	$538K	0.17%	0	Timeline
DFAUDIMENSIONAL ETF TRUST	13,270	$527K	0.17%	+1,450	Timeline
IWFISHARES TR	1,308	$491K	0.16%	0	Timeline
DFNMDIMENSIONAL ETF TRUST	10,098	$490K	0.16%	0	Timeline
VBVANGUARD INDEX FDS	1,921	$456K	0.14%	+12	Timeline
NVDANVIDIA CORPORATION	2,798	$340K	0.11%	+566	Timeline
DFAWDIMENSIONAL ETF TRUST	5,106	$324K	0.1%	+80	Timeline
VTVANGUARD INTL EQUITY INDEX F	2,695	$323K	0.1%	0	Timeline
CCITIGROUP INC	4,000	$250K	0.08%	0	Timeline
RFREGIONS FINANCIAL CORP NEW	10,708	$250K	0.08%	0	Timeline
SGOVISHARES TR	2,438	$246K	0.08%	-2,092	Timeline
GOOGLALPHABET INC	1,480	$246K	0.08%	+269	Timeline
AXPAMERICAN EXPRESS CO	825	$224K	0.07%	0	Timeline
SCHMSCHWAB STRATEGIC TR	2,461	$204K	0.06%	+10	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	365	$168K	0.05%	0	Timeline
HDHOME DEPOT INC	400	$162K	0.05%	0	Timeline
IVVISHARES TR	268	$155K	0.05%	0	Timeline
TERTERADYNE INC	1,000	$134K	0.04%	0	Timeline
CRSPCRISPR THERAPEUTICS AG	2,750	$129K	0.04%	0	Timeline
JPMJPMORGAN CHASE & CO	610	$129K	0.04%	0	Timeline
EFAISHARES TR	1,444	$121K	0.04%	0	Timeline
BNDWVANGUARD SCOTTSDALE FDS	1,674	$118K	0.04%	+49	Timeline
MRKMERCK & CO INC	1,000	$114K	0.04%	0	Timeline
CLHCLEAN HARBORS INC	465	$112K	0.04%	0	Timeline
BSVVANGUARD BD INDEX FDS	1,417	$112K	0.04%	0	Timeline
VOVANGUARD INDEX FDS	406	$107K	0.03%	0	Timeline
ORCLORACLE CORP	625	$106K	0.03%	0	Timeline
COPCONOCOPHILLIPS	1,000	$105K	0.03%	0	Timeline
DCORDIMENSIONAL ETF TRUST	1,651	$105K	0.03%	-81	Timeline
VGTVANGUARD WORLD FD	177	$104K	0.03%	0	Timeline
HACKAMPLIFY ETF TR	1,500	$102K	0.03%	0	Timeline
XYLXYLEM INC	750	$101K	0.03%	0	Timeline
AESRTWO RDS SHARED TR	5,841	$99.3K	0.03%	0	Timeline
PPHVANECK ETF TRUST	1,000	$95K	0.03%	0	Timeline
GOOGALPHABET INC	545	$91.1K	0.03%	0	Timeline
PHPARKER-HANNIFIN CORP	135	$85.3K	0.03%	0	Timeline
PFEPFIZER INC	2,771	$80.2K	0.03%	0	Timeline
SUMMIT MATERIALS INC CLASS ASUMMIT MATERIALS INC CLASS A	2,034	$79.4K	0.03%	0
ONON SEMICONDUCTOR CORP	1,000	$72.6K	0.02%	0	Timeline
AMDADVANCED MICRO DEVICES INC	409	$67.1K	0.02%	0	Timeline
PSXPHILLIPS 66	500	$65.7K	0.02%	0	Timeline
CVSCVS HEALTH CORP	1,000	$62.9K	0.02%	0	Timeline
INTUINTUIT	100	$62.1K	0.02%	0	Timeline
GISGENERAL MILLS INC	836	$61.7K	0.02%	0	Timeline
SHOPSHOPIFY INC	750	$60.1K	0.02%	0	Timeline
AIGAMERICAN INTL GROUP INC	800	$58.6K	0.02%	0	Timeline
PEVERPURE INC	1,150	$57.8K	0.02%	0	Timeline
GPKGRAPHIC PACKAGING HLDG CO	1,951	$57.7K	0.02%	0	Timeline
JNJJOHNSON & JOHNSON	355	$57.5K	0.02%	+45	Timeline
NKENIKE INC	640	$56.6K	0.02%	0	Timeline
PHOINVESCO EXCHANGE TRADED FD T	800	$56.4K	0.02%	0	Timeline
HPQHP INC	1,506	$54K	0.02%	+318	Timeline
PAYXPAYCHEX INC	394	$52.9K	0.02%	0	Timeline
DISVDIMENSIONAL ETF TRUST	1,812	$52.6K	0.02%	+8	Timeline
AFIFTWO RDS SHARED TR	5,647	$52.1K	0.02%	0	Timeline
EDCONSOLIDATED EDISON INC	500	$52.1K	0.02%	0	Timeline
ITOTISHARES TR	408	$51.3K	0.02%	0	Timeline
PEPPEPSICO INC	300	$51K	0.02%	0	Timeline
DELLDELL TECHNOLOGIES INC	422	$50.1K	0.02%	+95	Timeline
BNDVANGUARD BD INDEX FDS	664	$49.9K	0.02%	0	Timeline
IWMISHARES TR	208	$45.9K	0.01%	0	Timeline
CVXCHEVRON CORPORATION	300	$44.2K	0.01%	0	Timeline
CSCOCISCO SYS INC	810	$43.1K	0.01%	0	Timeline
PGRPROGRESSIVE CORP	160	$40.6K	0.01%	0	Timeline
LKQLKQ CORP	988	$39.4K	0.01%	0	Timeline
DFIVDIMENSIONAL ETF TRUST	1,035	$39.4K	0.01%	0	Timeline
FDXFEDEX CORP	143	$39.1K	0.01%	0	Timeline
PGPROCTER & GAMBLE CO	225	$39K	0.01%	0	Timeline
HASIHA SUSTAINABLE INFRA CAP INC	1,000	$34.5K	0.01%	0	Timeline
TSLATESLA INC	128	$33.5K	0.01%	-19	Timeline
SPMDSPDR SERIES TRUST	612	$33.5K	0.01%	0	Timeline
BERRY GLOBAL GROUP INCBERRY GLOBAL GROUP INC	491	$33.4K	0.01%	0
VGSHVANGUARD SCOTTSDALE FDS	560	$33.1K	0.01%	0	Timeline
XLISELECT SECTOR SPDR TR	243	$32.9K	0.01%	0	Timeline
MAAMID-AMER APT CMNTYS INC	200	$31.8K	0.01%	0	Timeline
SBUXSTARBUCKS CORP	325	$31.7K	0.01%	0	Timeline
SOUNSOUNDHOUND AI INC	6,781	$31.6K	0.01%	0	Timeline
KNXKNIGHT-SWIFT TRANSN HLDGS IN	564	$30.4K	0.01%	0	Timeline
DIHPDIMENSIONAL ETF TRUST	1,017	$28.2K	0.01%	+4	Timeline
YUMYUM BRANDS INC	200	$27.9K	0.01%	0	Timeline
GDGENERAL DYNAMICS CORP	92	$27.9K	0.01%	0	Timeline
RTXRTX CORPORATION	220	$26.7K	0.01%	0	Timeline
IJRISHARES TR	225	$26.3K	0.01%	0	Timeline
IJHISHARES TR	420	$26.2K	0.01%	0	Timeline
BMYBRISTOL-MYERS SQUIBB CO	505	$26.1K	0.01%	0	Timeline
DFEVDIMENSIONAL ETF TRUST	910	$25.9K	0.01%	0	Timeline
QLYSQUALYS INC	200	$25.7K	0.01%	0	Timeline
IVWISHARES TR	265	$25.4K	0.01%	0	Timeline
KOCOCA COLA CO	350	$25.2K	0.01%	0	Timeline
TAT&T INC	1,100	$24.2K	0.01%	0	Timeline
UNHUNITEDHEALTH GROUP INC	40	$23.4K	0.01%	0	Timeline
DFSDDIMENSIONAL ETF TRUST	486	$23.2K	0.01%	0	Timeline
MUMICRON TECHNOLOGY INC	220	$22.8K	0.01%	0	Timeline
MASMASCO CORP	268	$22.5K	0.01%	0	Timeline
CCKCROWN HLDGS INC	229	$22K	0.01%	0	Timeline
SNASNAP ON INC	74	$21.4K	0.01%	0	Timeline
MTUMISHARES TR	102	$20.7K	0.01%	0	Timeline
WMTWALMART INC	256	$20.7K	0.01%	new	Timeline
DDOMINION ENERGY INC	355	$20.5K	0.01%	0	Timeline
XLYSELECT SECTOR SPDR TR	101	$20.2K	0.01%	0	Timeline
SUPER MICRO COMPUTER INCSUPER MICRO COMPUTER INC	47	$19.6K	0.01%	new
NNNNNN REIT INC	400	$19.4K	0.01%	0	Timeline
VFHVANGUARD WORLD FD	169	$18.6K	0.01%	0	Timeline
TXNTEXAS INSTRS INC	89	$18.4K	0.01%	0	Timeline
RCLROYAL CARIBBEAN GROUP	100	$17.7K	0.01%	0	Timeline
CARRCARRIER GLOBAL CORPORATION	220	$17.7K	0.01%	0	Timeline
HSTHOST HOTELS & RESORTS INC	935	$16.5K	0.01%	0	Timeline
IVEISHARES TR	81	$16K	0.01%	0	Timeline
FRELFIDELITY COVINGTON TRUST	516	$15.2K	<0.01%	0	Timeline
PNFPPINNACLE FINANCIAL PARTNERS	148	$14.5K	<0.01%	0	Timeline
ALLYALLY FINL INC	400	$14.2K	<0.01%	0	Timeline
LLYELI LILLY & CO	16	$14.2K	<0.01%	0	Timeline
PSAPUBLIC STORAGE	39	$14.2K	<0.01%	0	Timeline
OEFISHARES TR	51	$14.1K	<0.01%	+39	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	24	$13.8K	<0.01%	0	Timeline
VLOVALERO ENERGY CORP	100	$13.5K	<0.01%	0	Timeline
DXJWISDOMTREE TR	126	$13.4K	<0.01%	0	Timeline
VBRVANGUARD INDEX FDS	66	$13.3K	<0.01%	0	Timeline
XOMEXXON MOBIL CORP	111	$13K	<0.01%	0	Timeline
AMHAMERICAN HOMES 4 RENT	335	$12.9K	<0.01%	0	Timeline
DFLVDIMENSIONAL ETF TRUST	415	$12.8K	<0.01%	0	Timeline
DFSVDIMENSIONAL ETF TRUST	410	$12.6K	<0.01%	0	Timeline
FEZSPDR INDEX SHS FDS	237	$12.6K	<0.01%	0	Timeline
INTCINTEL CORP	532	$12.5K	<0.01%	0	Timeline
SCHASCHWAB STRATEGIC TR	240	$12.4K	<0.01%	0	Timeline
DGDOLLAR GEN CORP	144	$12.2K	<0.01%	0	Timeline
OTISOTIS WORLDWIDE CORP	110	$11.4K	<0.01%	0	Timeline
HRHEALTHCARE RLTY TR	600	$10.9K	<0.01%	0	Timeline
IEMGISHARES INC	187	$10.7K	<0.01%	0	Timeline
HAPNHAPPEN INC	900	$10.3K	<0.01%	0	Timeline
MOALTRIA GROUP INC	200	$10.2K	<0.01%	-300	Timeline
OBDCBLUE OWL CAPITAL CORPORATION	700	$10.2K	<0.01%	0	Timeline
PLDPROLOGIS INC.	80	$10.1K	<0.01%	0	Timeline
IEFAISHARES TR	128	$9.99K	<0.01%	0	Timeline
CATCATERPILLAR INC	25	$9.78K	<0.01%	0	Timeline
DEDEERE & CO	23	$9.6K	<0.01%	0	Timeline
LUVSOUTHWEST AIRLS CO	306	$9.07K	<0.01%	0	Timeline
YUMCYUM CHINA HLDGS INC	200	$9K	<0.01%	0	Timeline
VZVERIZON COMMUNICATIONS INC	200	$8.98K	<0.01%	0	Timeline
RBLXROBLOX CORP	200	$8.85K	<0.01%	0	Timeline
VUGVANGUARD INDEX FDS	23	$8.83K	<0.01%	0	Timeline
BCSBARCLAYS PLC	700	$8.51K	<0.01%	0	Timeline
MNKDMANNKIND CORP	1,348	$8.48K	<0.01%	0	Timeline
CMCSACOMCAST CORP NEW	200	$8.35K	<0.01%	0	Timeline
LINLINDE PLC	17	$8.11K	<0.01%	0	Timeline
NVONOVO-NORDISK A S	66	$7.86K	<0.01%	0	Timeline
XLVSELECT SECTOR SPDR TR	51	$7.86K	<0.01%	0	Timeline
FIDUFIDELITY COVINGTON TRUST	108	$7.79K	<0.01%	0	Timeline
SHELSHELL PLC	100	$6.59K	<0.01%	0	Timeline
VTRSVIATRIS INC	557	$6.47K	<0.01%	0	Timeline
VTVVANGUARD INDEX FDS	36	$6.29K	<0.01%	0	Timeline
CCICROWN CASTLE INC	50	$5.93K	<0.01%	0	Timeline
EPDENTERPRISE PRODS PARTNERS L	200	$5.82K	<0.01%	0	Timeline
DISDISNEY WALT CO	59	$5.68K	<0.01%	0	Timeline
XLKSELECT SECTOR SPDR TR	25	$5.64K	<0.01%	0	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	32	$5.56K	<0.01%	0	Timeline
PLTRPALANTIR TECHNOLOGIES INC	145	$5.39K	<0.01%	0	Timeline
QQQINVESCO QQQ TR	11	$5.37K	<0.01%	0	Timeline
KRPKIMBELL RTY PARTNERS LP	311	$5.01K	<0.01%	+8	Timeline
ZMZOOM COMMUNICATIONS INC	68	$4.74K	<0.01%	0	Timeline
COOKTRAEGER INC COM	1,208	$4.45K	<0.01%	0	Timeline
PANWPALO ALTO NETWORKS INC	13	$4.44K	<0.01%	0	Timeline
DSXDIANA SHIPPING INC	1,709	$4.39K	<0.01%	+49	Timeline
UBSUBS GROUP AG	136	$4.2K	<0.01%	0	Timeline
WMWASTE MGMT INC DEL	20	$4.15K	<0.01%	0	Timeline
PDBCINVESCO ACTVELY MNGD ETC FD	308	$4.14K	<0.01%	0	Timeline
ENBENBRIDGE INC	100	$4.06K	<0.01%	0	Timeline
MGMMGM RESORTS INTERNATIONAL	100	$3.91K	<0.01%	0	Timeline
MUFGMITSUBISHI UFJ FINANCIAL GRO	372	$3.79K	<0.01%	0	Timeline
MMM3M CO	25	$3.44K	<0.01%	0	Timeline
ASMLASML HLDG NV	4	$3.33K	<0.01%	0	Timeline
VICIVICI PPTYS INC	100	$3.33K	<0.01%	0	Timeline
COLBCOLUMBIA BKG SYS INC	126	$3.29K	<0.01%	0	Timeline
CMCANADIAN IMPERIAL BANK OF CO	52	$3.19K	<0.01%	0	Timeline
SONYSONY GROUP CORP	32	$3.09K	<0.01%	0	Timeline
URAGLOBAL X FDS	100	$2.86K	<0.01%	0	Timeline
NFLXNETFLIX INC.	4	$2.84K	<0.01%	0	Timeline
VRRMVERRA MOBILITY CORP	100	$2.78K	<0.01%	0	Timeline
VBKVANGUARD INDEX FDS	10	$2.67K	<0.01%	0	Timeline
DQDAQO NEW ENERGY CORP	125	$2.55K	<0.01%	0	Timeline
ROCKET LAB USA INCROCKET LAB USA INC	247	$2.4K	<0.01%	0
TMTOYOTA MOTOR CORP	13	$2.32K	<0.01%	0	Timeline
BABOEING CO	15	$2.28K	<0.01%	0	Timeline
DKNGDRAFTKINGS INC NEW	55	$2.16K	<0.01%	0	Timeline
TOTALENERGIES SE -SPON ADRTOTALENERGIES SE -SPON ADR	33	$2.13K	<0.01%	0
EENI SPA	67	$2.03K	<0.01%	0	Timeline
DALDELTA AIR LINES INC	38	$1.93K	<0.01%	0	Timeline
UNITED STATES STL CORP NEWUNITED STATES STL CORP NEW	54	$1.91K	<0.01%	0
CCLCARNIVAL CORP	100	$1.85K	<0.01%	0	Timeline
SCHWCHARLES SCHWAB CORP (THE)	28	$1.82K	<0.01%	0	Timeline
AMATAPPLIED MATLS INC	9	$1.82K	<0.01%	0	Timeline
LUMINAR TECHNOLOGIES INCLUMINAR TECHNOLOGIES INC	2,000	$1.8K	<0.01%	0
SCZISHARES TR	26	$1.76K	<0.01%	0	Timeline
AONAON PLC	5	$1.73K	<0.01%	0	Timeline
CRMSALESFORCE INC	6	$1.64K	<0.01%	0	Timeline
BBAIBIGBEAR AI HLDGS INC	1,000	$1.46K	<0.01%	0	Timeline
XLPSELECT SECTOR SPDR TR	17	$1.42K	<0.01%	0	Timeline
RYAAYRYANAIR HOLDINGS PLC	27	$1.22K	<0.01%	+16	Timeline
ADBEADOBE INC	2	$1.04K	<0.01%	0	Timeline
SCHXSCHWAB STRATEGIC TR	14	$929	<0.01%	0	Timeline
MARAMARA HOLDINGS INC	56	$909	<0.01%	0	Timeline
LULULULULEMON ATHLETICA INC	3	$815	<0.01%	0	Timeline
XLBSELECT SECTOR SPDR TR	5	$482	<0.01%	0	Timeline
SOLVSOLVENTUM CORP	6	$419	<0.01%	0	Timeline
WABWABTEC	1	$182	<0.01%	0	Timeline
DIANA SHIPPING INCDIANA SHIPPING INC	315	$142	<0.01%	0
PTONPELOTON INTERACTIVE INC	29	$136	<0.01%	0	Timeline
BACBANK OF AMER CORP	3	$120	<0.01%	0	Timeline
ETVEATON VANCE TAX-MANAGED BUY-	8	$113	<0.01%	0	Timeline
CANOO INCCANOO INC	86	$85	<0.01%	0
TRVNTrevena Inc (US)	22	$83	<0.01%	new	Timeline
UBERUBER TECHNOLOGIES INC	1	$76	<0.01%	0	Timeline
GPROGOPRO INC	54	$74	<0.01%	0	Timeline
BOOMDMC GLOBAL INC	5	$65	<0.01%	new	Timeline
UAUNDER ARMOUR INC	1	$9	<0.01%	0	Timeline
CLOVCLOVER HEALTH INVESTMENTS CO	3	$9	<0.01%	0	Timeline

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
FSCOFS CREDIT OPPORTUNITIES CORP	4,848	$31.5K	shares
VHAIVOCODIA HLDGS CORP COM(WY)	8,999	$585	shares
TREVENA INCTREVENA INC	560	$119	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001938514-24-000006	base		2024-10-29	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC