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 (DFAR). 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 | REDUCED | 187,371 | -55,305 | -22.8% | 0.94% | $4.3M | $22.90 |
| 2025 Q3 | REDUCED | 242,676 | -269 | -0.1% | 1.35% | $5.8M | $23.46 |
| 2025 Q2 | ADDED | 242,945 | +51,174 | +26.7% | 1.46% | $5.7M | $22.94 |
| 2025 Q1 | ADDED | 191,771 | +2,922 | +1.5% | 1.32% | $4.6M | $23.11 |
| 2024 Q4 | ADDED | 188,849 | +8,815 | +4.9% | 1.34% | $4.4M | $22.60 |
| 2024 Q3 | REDUCED | 180,034 | -488 | -0.3% | 1.46% | $4.6M | $24.54 |
| 2024 Q2 | ADDED | 180,522 | +8,373 | +4.9% | 1.43% | $4.3M | $21.04 |
| 2024 Q1 | ADDED | 172,149 | +47,695 | +38.3% | 1.42% | $3.6M | $21.15 |
| 2023 Q4 | ADDED | 124,454 | +3,550 | +2.9% | 1.21% | $2.8M | $21.48 |
| 2023 Q3 | ADDED | 120,904 | +23,318 | +23.9% | 1.23% | $2.4M | $18.21 |
As of 2025 Q4 — sorted by position size