Decision Point Financial, LLC Purchases in Q3 2024

Decision Point Financial, LLC

  • $315 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
128K
+ 4.68%
$31.05 - $34.29 $3.97M - $4.38M
2.86M $98.1M
DFIC
Dimensional ETF Tr Dimensional

ETFs
93K
+ 13.75%
$25.36 - $28.37 $2.36M - $2.64M
770K $21.7M
VNQ
Vanguard Specialized Funds Van

ETFs
1.25K
+ 0.7%
$82.97 - $98.97 $104K - $124K
180K $17.6M
VCIT
Vanguard Intermediate Term Cor

ETFs
10.8K
+ 2.48%
$79.29 - $84.02 $855K - $906K
446K $37.3M
DFAS
Dimensional ETF Tr U S Small C

ETFs
17.1K
+ 6.07%
$59.25 - $65.33 $1.01M - $1.12M
299K $19.4M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
17K
+ 3.45%
$41.34 - $43.55 $702K - $739K
508K $22M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
30.1K
+ 14.62%
$25.21 - $28.46 $760K - $858K
236K $6.65M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
11.6K
+ 12.31%
$76.94 - $79.54 $895K - $925K
106K $8.43M
AAPL
Apple Inc.

Technology
211
+ 1.95%
$207.23 - $234.82 $43.7K - $49.5K
11K $2.57M
DFAU
Dimensional ETF Tr

ETFs
1.45K
+ 12.27%
$35.8 - $39.69 $51.9K - $57.6K
13.3K $526K
NVDA
Nvidia Corp

Technology
566
+ 25.36%
$98.91 - $134.91 $56K - $76.4K
2.8K $339K
VEA
Vanguard Ftse Developed Market

ETFs
60
+ 0.4%
$47.6 - $53.31 $2.86K - $3.2K
14.9K $788K
VB
Vanguard Small Cap ETF

ETFs
12
+ 0.63%
$214.77 - $237.72 $2.58K - $2.85K
1.92K $455K
GOOGL
Alphabet Inc.

Communication Services
269
+ 22.21%
$148.65 - $191.18 $40K - $51.4K
1.48K $245K
WMT
Walmart Inc.

Consumer Defensive
256
New
$66.91 - $81.4 $17.1K - $20.8K
256 $20K
SMCI
Super Micro Computer, Inc.

Technology
47
New
$386.46 - $909.96 $18.2K - $42.8K
47 $19K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
10
+ 0.41%
$75.47 - $83.18 $755 - $832
2.46K $204K
HPQ
Hp Inc

Technology
318
+ 26.77%
$32.02 - $38.11 $10.2K - $12.1K
1.51K $54K
JNJ
Johnson & Johnson

Healthcare
45
+ 14.52%
$145.48 - $167.38 $6.55K - $7.53K
355 $57K
OEF
Ishares S&P 100 ETF

ETFs
39
+ 325.0%
$266.03 - $266.03 $10.4K - $10.4K
51 $13K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
49
+ 3.02%
$67.53 - $70.89 $3.31K - $3.47K
1.67K $118K
DELL
Dell Technologies Inc.

Technology
95
+ 29.05%
$87.89 - $145.97 $8.35K - $13.9K
422 $50K
DISV
Dimensional ETF Tr Dimensional

ETFs
8
+ 0.44%
$26.06 - $29.18 $208 - $233
1.81K $52K
DIHP
Dimensional ETF Tr Dimensional

ETFs
4
+ 0.39%
$25.23 - $27.94 $101 - $112
1.02K $28K
KRP
Kimbell Royalty Partners, LP

Energy
8
+ 2.64%
$15.11 - $17.05 $121 - $136
311 $5K
Trevena Inc
22
New
N/A
22 $0
RYAAY
Ryanair Holdings PLC

Industrials
16
+ 145.45%
$45.17 - $121.45 $723 - $1.94K
27 $1K
DSX
Diana Shipping Inc.

Industrials
49
+ 2.95%
$2.2 - $2.93 $108 - $144
1.71K $4K
Dimensional ETF Trust
80
+ 1.59%
N/A
5.11K $0
BOOM
Dmc Global Inc.

Energy
5
New
$10.6 - $14.99 $53 - $75
5 $0
AMZN
Amazon Com Inc

Consumer Cyclical
57
+ 1.65%
$161.02 - $200.0 $9.18K - $11.4K
3.52K $655K
MSFT
Microsoft Corp

Technology
14
+ 0.19%
$395.15 - $467.56 $5.53K - $6.55K
7.58K $3.26M
Activity Summary
Buys All Purchases 33 New Holdings 4 Increased Positions 29 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Decision Point Financial, LLC Portfolio

Follow Decision Point Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Decision Point Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Decision Point Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email