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DecisionPoint Financial, LLC
hedge fundUpdated 9 days agoManaged by Decisionpoint Financial, Llc • Latest filing Q3 2026
Portfolio value
$573.9M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
33.8%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $428.9M |
| Q4 2025 | $454.5M |
| Q1 2026 | $463.9M |
| Q2 2026 | $539.9M |
| Q3 2026 | $573.9M |
Top holdings
1,432 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $191.4M | 4.29M | 33.36% | Added(+59875.5%) |
| 2 | ? N/A DIMENSIONAL ETF TRUST | $64.5M | 1.73M | 11.25% | Added(+466484.9%) |
| 3 | $50.9M | 651.7K | 8.87% | Added(+14829.6%) | |
| 4 | ? N/A DIMENSIONAL ETF TRUST | $37.3M | 477.9K | 6.49% | Added(+54144.0%) |
| 5 | $30M | 747.3K | 5.23% | Added(+13495.2%) | |
| 6 | $28.5M | 320.1K | 4.97% | Added(+48114.9%) | |
| 7 | $27.9M | 678.7K | 4.86% | Added(+12274.2%) | |
| 8 | ? N/A DIMENSIONAL ETF TRUST | $20.5M | 517.2K | 3.58% | Added(+178865.4%) |
| 9 | $15.2M | 196.6K | 2.64% | Added(+8842.7%) | |
| 10 | ? N/A DFA INVT DIMENSIONS GROUP IN | $14.2M | 171.1K | 2.48% | — |
| 11 | $13.5M | 471.0K | 2.34% | Trimmed(-3.7%) | |
| 12 | $8.8M | 222.9K | 1.53% | Added(+9102.9%) | |
| 13 | ? N/A DFA INVT DIMENSIONS GROUP IN | $4.7M | 194.8K | 0.82% | — |
| 14 | ? N/A ISHARES TR | $4.5M | 91.5K | 0.79% | Trimmed(-4.6%) |
| 15 | $4.5M | 11.9K | 0.78% | Trimmed(-0.9%) | |
| 16 | ? N/A SCHWAB STRATEGIC TR | $3.9M | 181.6K | 0.68% | Added(+12.6%) |
| 17 | $3.8M | 11.6K | 0.67% | Added(+0.7%) | |
| 18 | $3.2M | 6.3K | 0.56% | Trimmed(-0.2%) | |
| 19 | $2.8M | 9.8K | 0.49% | Added(+3330.2%) | |
| 20 | $1.9M | 19.1K | 0.33% | Added(+210.5%) |