Ownership history in DecisionPoint Financial, LLC Β· 11 quarters on record
This page tracks every 13F SEC filing in which DecisionPoint Financial, LLC reported a position in DIMENSIONAL ETF TRUST (DFIC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π DecisionPoint Financial, LLC underperformed the S&P 500 by β1.6% annually on this DFIC position. Timing score: 70% (7/10 decisions correct). Average cost basis: $26.86. Maximum drawdown during holding period: β7.4%.
β οΈ Trailed SPY by 1.6% ann. on this position.
10 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
7 of 10 add/trim decisions correct
Best entry: $21.94 (2023 Q3) Β· Worst: $34.46 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
11 adds Β· 0 trims. Bought during 3 of 3 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π DecisionPoint Financial, LLC has been actively increasing its DFIC allocation β a bullish signal from insiders.
Currently 10.53% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.