$165 Million is the total value of DecisionPoint Financial, LLC's 200 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2022 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-09-26
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.