Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2022 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 26.3% |
VANGUARD SCOTTSDALE FDS | 4 | Q3 2023 | 15.7% |
HOME BANCSHARES INC | 4 | Q3 2023 | 18.3% |
DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 9.4% |
DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 9.0% |
VANGUARD INDEX FDS | 4 | Q3 2023 | 6.0% |
DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 5.0% |
ISHARES TR | 4 | Q3 2023 | 3.1% |
DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 2.5% |
VANGUARD SCOTTSDALE FDS | 4 | Q3 2023 | 2.2% |
View DecisionPoint Financial, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-30 |
13F-HR | 2024-01-31 |
13F-HR | 2023-10-26 |
13F-HR | 2023-09-26 |
13F-HR | 2023-09-26 |
13F-HR | 2023-09-26 |
View DecisionPoint Financial, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.