Ownership history in DecisionPoint Financial, LLC · 10 quarters on record
This page tracks every 13F SEC filing in which DecisionPoint Financial, LLC reported a position in DIMENSIONAL ETF TRUST (DFEM). 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 | 429,703 | +43,702 | +11.3% | 3.13% | $14.2M | $33.08 |
| 2025 Q3 | ADDED | 386,001 | +35,832 | +10.2% | 2.91% | $12.5M | $31.87 |
| 2025 Q2 | ADDED | 350,169 | +4,099 | +1.2% | 2.66% | $10.4M | $29.26 |
| 2025 Q1 | ADDED | 346,070 | +64,604 | +23.0% | 2.66% | $9.2M | $25.86 |
| 2024 Q4 | ADDED | 281,466 | +45,253 | +19.2% | 2.25% | $7.4M | $25.54 |
| 2024 Q3 | ADDED | 236,213 | +30,138 | +14.6% | 2.10% | $6.6M | $27.27 |
| 2024 Q2 | ADDED | 206,075 | +71,670 | +53.3% | 1.86% | $5.5M | $25.65 |
| 2024 Q1 | ADDED | 134,405 | +51,843 | +62.8% | 1.38% | $3.5M | $24.29 |
| 2023 Q4 | ADDED | 82,562 | +48,930 | +145.5% | 0.88% | $2.1M | $23.75 |
| 2023 Q3 | INITIATED | 33,632 | — | — | 0.41% | $784K | — |
As of 2025 Q4 — sorted by position size