AI Portfolio Summary
In 2026 Q1, DecisionPoint Financial, LLC maintained a portfolio of 742 distinct positions. They heavily accumulated shares in DIMENSIONAL ETF TRUS, increasing their position by 1.2%. The fund also reduced its exposure to ISHARES TR by 61.7%.
Total Positions
742
Quarter
2026 Q1
Top Holding
DFAC (31.8%)
Top 10 Concentration
84.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 742
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DFAC
DIMENSIONAL ETF...
|
ETF | 31.76% | 32.63% |
#1
Prev: #1
|
6.5 | 45,668 | 1.2% |
P
S
|
3,791,506 | $147,337,932 |
$29.83
+31.3%
|
2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | ||
|
DFIC
DIMENSIONAL ETF...
|
Bond/Debt | 10.87% | 10.53% |
#2
Prev: #2
|
6.0 | 30,373 | 2.2% |
P
S
|
1,419,420 | $50,432,005 |
$26.99
+32.8%
|
2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | ||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 9.76% | 9.94% |
#3
Prev: #3
|
5.4 | 7,232 | 1.3% |
P
S
|
546,875 | $45,253,881 |
$71.54
+15.2%
|
2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | ||
|
DFAS
DIMENSIONAL ETF...
|
ETF | 6.49% | 6.37% |
#4
Prev: #4
|
3.6 | 7,925 | 1.9% |
P
S
|
423,555 | $30,127,457 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
DFCF
DIMENSIONAL ETF...
|
ETF | 5.76% | 5.82% |
#5
Prev: #5
|
3.3 | 10,956 | 1.8% |
P
S
|
632,396 | $26,699,762 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
DFAI
DIMENSIONAL ETF...
|
Bond/Debt | 5.73% | 5.74% |
#6
Prev: #6
|
2.8 | -1,625 | -0.2% |
P
S
|
682,588 | $26,593,626 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 5.16% | 5.07% |
#7
Prev: #7
|
2.6 | 9,424 | 3.6% |
P
S
|
269,715 | $23,923,681 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
HOMB
HOME BANCSHARES...
|
Financial Services | 3.38% | 3.59% |
#8
Prev: #8
|
1.9 | -5,084 | -0.9% |
P
S
|
581,621 | $15,663,054 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
DFEM
DIMENSIONAL ETF...
|
ETF | 3.25% | 3.13% |
#9
Prev: #9
|
1.8 | 6,930 | 1.6% |
P
S
|
436,633 | $15,085,667 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 2.68% | 2.59% |
#10
Prev: #10
|
3.1 | 9,459 | 6.4% |
P
S
|
156,968 | $12,442,869 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
DCOR
DIMENSIONAL ETF...
|
ETF | 2.57% | 1.87% |
#11
Prev: #11
|
3.5 | 50,376 | 43.8% |
P
S
|
165,510 | $11,929,959 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
DFAE
DIMENSIONAL ETF...
|
ETF | 1.81% | 1.78% |
#12
Prev: #12
|
1.2 | -430 | -0.2% |
P
S
|
247,931 | $8,394,965 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
SLQD
ISHARES TR
|
ETF | 1.05% | 1.04% |
#13
Prev: #13
|
0.9 | 2,660 | 2.8% |
P
S
|
96,206 | $4,857,463 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
DFAR
DIMENSIONAL ETF...
|
ETF | 0.99% | 0.94% |
#14
Prev: #14
|
0.9 | 6,751 | 3.6% |
P
S
|
194,122 | $4,590,990 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.86% | 0.92% |
#15
Prev: #15
|
0.8 | -17 | -0.1% |
P
S
|
12,433 | $3,988,772 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
SCHI
SCHWAB STRATEGI...
|
ETF | 0.80% | 0.56% |
#16
2
Prev: #18
|
2.8 | 51,526 | 46.1% |
P
S
|
163,196 | $3,701,283 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
AAPL
APPLE INC
|
Technology | 0.63% | 0.68% |
#17
Prev: #17
|
0.8 | 13 | 0.1% |
P
S
|
11,433 | $2,901,591 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 0.58% | 0.50% |
#18
1
Prev: #19
|
2.2 | 1,387 | 15.7% |
P
S
|
10,238 | $2,681,504 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.52% | 0.69% |
#19
3
Prev: #16
|
0.7 | 43 | 0.7% |
P
S
|
6,543 | $2,421,966 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
MAR
MARRIOTT INTL I...
|
Consumer Cyclical | 0.33% | 0.32% |
#20
1
Prev: #21
|
1.1 | no change | no change |
P
S
|
4,650 | $1,520,876 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.33% | 0.31% |
#21
2
Prev: #23
|
2.1 | 305 | 13.7% |
P
S
|
2,531 | $1,512,187 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 0.32% | 0.32% |
#22
Prev: #22
|
0.6 | -12 | -0.1% |
P
S
|
19,053 | $1,469,151 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
BND
VANGUARD BD IND...
|
ETF | 0.30% | 0.17% |
#23
5
Prev: #28
|
3.1 | 8,640 | 83.1% |
P
S
|
19,036 | $1,401,778 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
SCHB
SCHWAB STRATEGI...
|
ETF | 0.18% | 0.19% |
#24
1
Prev: #25
|
1.1 | no change | no change |
P
S
|
33,423 | $838,930 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.17% | 0.19% |
#25
1
Prev: #24
|
0.6 | 33 | 0.9% |
P
S
|
3,869 | $805,797 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.17% | 0.18% |
#26
Prev: #26
|
0.6 | -434 | -3.4% |
P
S
|
12,355 | $791,690 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 0.17% | 0.17% |
#27
Prev: #27
|
0.6 | -373 | -2.5% |
P
S
|
14,364 | $776,387 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
RSG
REPUBLIC SVCS I...
|
Industrials | 0.16% | 0.16% |
#28
1
Prev: #29
|
1.1 | no change | no change |
P
S
|
3,357 | $735,251 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
DFAX
DIMENSIONAL ETF...
|
ETF | 0.15% | 0.13% |
#29
2
Prev: #31
|
2.1 | 2,640 | 15.0% |
P
S
|
20,286 | $689,133 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
DFAU
DIMENSIONAL ETF...
|
ETF | 0.14% | 0.13% |
#30
2
Prev: #32
|
2.1 | 1,621 | 13.2% |
P
S
|
13,943 | $629,099 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
SGOV
ISHARES TR
|
Bond/Debt | 0.13% | 0.36% |
#31
11
Prev: #20
|
0.1 | -9,993 | -61.7% |
P
S
|
6,196 | $623,690 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
IVV
ISHARES TR
|
ETF | 0.13% | 0.14% |
#32
2
Prev: #30
|
1.1 | no change | no change |
P
S
|
938 | $612,720 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
DFAW
DIMENSIONAL ETF...
|
ETF | 0.13% | 0.12% |
#33
1
Prev: #34
|
2.1 | 1,102 | 15.3% |
P
S
|
8,292 | $611,802 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.11% | 0.11% |
#34
1
Prev: #35
|
0.5 | 44 | 1.6% |
P
S
|
2,836 | $494,554 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 0.11% | 0.12% |
#35
2
Prev: #33
|
0.5 | -1,675 | -8.0% |
P
S
|
19,205 | $492,411 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 0.10% | 0.11% |
#36
Prev: #36
|
0.5 | -435 | -4.2% |
P
S
|
9,835 | $472,583 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
DFNM
DIMENSIONAL ETF...
|
ETF | 0.10% | 0.10% |
#37
Prev: #37
|
1.0 | no change | no change |
P
S
|
9,344 | $447,858 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.09% | 0.09% |
#38
Prev: #38
|
0.5 | 17 | 1.2% |
P
S
|
1,378 | $396,153 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
ENSG
ENSIGN GROUP IN...
|
Healthcare | 0.07% | 0.05% |
#39
6
Prev: #45
|
2.5 | 349 | 27.1% |
P
S
|
1,638 | $330,057 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.07% | 0.09% |
#40
1
Prev: #39
|
0.5 | -17 | -2.9% |
P
S
|
570 | $326,328 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
VT
VANGUARD INTL E...
|
ETF | 0.06% | 0.06% |
#41
Prev: #41
|
0.5 | -35 | -1.7% |
P
S
|
2,048 | $283,244 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
VGSH
VANGUARD SCOTTS...
|
ETF | 0.05% | 0.06% |
#42
1
Prev: #43
|
1.0 | no change | no change |
P
S
|
4,350 | $254,649 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 0.05% | 0.07% |
#43
3
Prev: #40
|
0.5 | 2 | 0.2% |
P
S
|
833 | $251,821 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.05% | 0.06% |
#44
2
Prev: #42
|
1.0 | no change | no change |
P
S
|
808 | $237,785 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
COP
CONOCOPHILLIPS
|
Energy | 0.05% | 0.03% |
#45
9
Prev: #54
|
1.0 | no change | no change |
P
S
|
1,662 | $219,384 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
RF
REGIONS FINANCI...
|
Financial Services | 0.04% | 0.05% |
#46
2
Prev: #48
|
1.0 | no change | no change |
P
S
|
7,725 | $201,777 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.04% | 0.05% |
#47
Prev: #47
|
1.0 | no change | no change |
P
S
|
417 | $199,827 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 0.04% | 0.05% |
#48
4
Prev: #44
|
0.5 | -128 | -16.5% |
P
S
|
650 | $186,667 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
SYK
STRYKER CORPORA...
|
Healthcare | 0.04% | 0.04% |
#49
1
Prev: #50
|
1.0 | no change | no change |
P
S
|
538 | $176,782 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.04% | 0.04% |
#50
1
Prev: #49
|
1.0 | no change | no change |
P
S
|
603 | $173,092 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 |
Showing 1-50 of 742 holdings