Ownership history in DecisionPoint Financial, LLC · 11 quarters on record
This page tracks every 13F SEC filing in which DecisionPoint Financial, LLC reported a position in DIMENSIONAL ETF TRUST (DFAS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 415,630 | +16,395 | +4.1% | 6.37% | $29.0M | $69.67 |
| 2025 Q3 | ADDED | 399,235 | +26,213 | +7.0% | 6.39% | $27.4M | $68.27 |
| 2025 Q2 | ADDED | 373,022 | +25,324 | +7.3% | 6.16% | $24.1M | $63.36 |
| 2025 Q1 | ADDED | 347,698 | +30,022 | +9.5% | 6.03% | $20.8M | $59.26 |
| 2024 Q4 | ADDED | 317,676 | +18,547 | +6.2% | 6.32% | $20.7M | $64.41 |
| 2024 Q3 | ADDED | 299,129 | +17,108 | +6.1% | 6.14% | $19.4M | $64.02 |
| 2024 Q2 | ADDED | 282,021 | +45,102 | +19.0% | 6.18% | $18.4M | $59.15 |
| 2024 Q1 | ADDED | 236,919 | +25,950 | +12.3% | 5.59% | $14.1M | $61.21 |
| 2023 Q4 | ADDED | 210,969 | +27,330 | +14.9% | 5.39% | $12.6M | $58.44 |
| 2023 Q3 | ADDED | 183,639 | +62,830 | +52.0% | 5.04% | $9.6M | $51.30 |
As of 2025 Q4 — sorted by position size