Decision Point Financial, LLC Purchases in Q4 2024

Decision Point Financial, LLC

  • $326 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
139K
+ 4.86%
$33.92 - $36.6 $4.72M - $5.09M
3M $104M
DFIC
Dimensional ETF Tr Dimensional

ETFs
178K
+ 23.15%
$25.61 - $28.0 $4.56M - $4.99M
948K $24.5M
DFAS
Dimensional ETF Tr U S Small C

ETFs
18.5K
+ 6.2%
$63.58 - $71.15 $1.18M - $1.32M
318K $20.7M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
14.1K
+ 13.25%
$77.86 - $79.27 $1.1M - $1.11M
120K $9.38M
AAPL
Apple Inc.

Technology
2.96K
+ 26.88%
$221.69 - $259.02 $657K - $768K
14K $3.5M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
45.3K
+ 19.16%
$26.16 - $28.82 $1.18M - $1.3M
281K $7.37M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
34.8K
+ 6.85%
$41.17 - $43.34 $1.43M - $1.51M
543K $22.5M
AMZN
Amazon Com Inc

Consumer Cyclical
1.29K
+ 36.58%
$180.88 - $232.93 $233K - $300K
4.8K $1.05M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
3.54K
+ 145.12%
$100.16 - $100.7 $354K - $356K
5.98K $599K
VCIT
Vanguard Intermediate Term Cor

ETFs
22.2K
+ 4.98%
$80.13 - $83.77 $1.78M - $1.86M
468K $37.6M
IVV
Ishares Core S&P 500 ETF

ETFs
105
+ 39.18%
$570.51 - $610.59 $59.9K - $64.1K
373 $219K
NVDA
Nvidia Corp

Technology
80
+ 2.86%
$117.0 - $148.88 $9.36K - $11.9K
2.88K $386K
NRIM
Northrim Bancorp Inc

Financial Services
500
New
$64.07 - $88.5 $32K - $44.3K
500 $38K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
14
+ 0.66%
$521.84 - $558.82 $7.31K - $7.82K
2.14K $1.15M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
705
New
$43.84 - $48.76 $30.9K - $34.4K
705 $31K
RLTY
Cohen & Steers Real Estate Opportunities & Income Fund

ETFs
2.02K
New
$14.68 - $17.32 $29.7K - $35K
2.02K $29K
UNH
Unitedhealth Group Inc

Healthcare
62
+ 155.0%
$485.52 - $625.25 $30.1K - $38.8K
102 $51K
ORCL
Oracle Corp

Technology
180
+ 28.8%
$165.41 - $192.43 $29.8K - $34.6K
805 $134K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
466
New
$56.06 - $61.35 $26.1K - $28.6K
466 $26K
DFAU
Dimensional ETF Tr

ETFs
319
+ 2.4%
$39.27 - $42.38 $12.5K - $13.5K
13.6K $550K
META
Meta Platforms, Inc.

Communication Services
10
+ 1.04%
$554.08 - $632.68 $5.54K - $6.33K
974 $574K
FV
First Trust Dorsey Wright Focu

ETFs
394
New
$57.47 - $62.82 $22.6K - $24.8K
394 $23K
VO
Vanguard Mid Cap ETF

ETFs
74
+ 18.23%
$261.5 - $284.63 $19.4K - $21.1K
480 $126K
TLT
Ishares Barclays 20+ Year Trea

ETFs
213
New
$87.1 - $98.49 $18.6K - $21K
213 $18K
PG
Procter & Gamble CO

Consumer Defensive
105
+ 46.67%
$161.05 - $179.7 $16.9K - $18.9K
330 $55K
F
Ford Motor CO

Consumer Cyclical
1K
New
$9.69 - $11.4 $9.69K - $11.4K
1K $9K
JCI
Johnson Controls International PLC

Industrials
83
New
$74.23 - $86.6 $6.16K - $7.19K
83 $6K
QQQ
Invesco Qqq Trust, Series 1

ETFs
10
+ 90.91%
$481.22 - $538.17 $4.81K - $5.38K
21 $10K
LUMN
Lumen Technologies, Inc.

Communication Services
1K
New
$5.31 - $10.12 $5.31K - $10.1K
1K $5K
SNOW
Snowflake Inc.

Technology
25
New
$109.65 - $186.51 $2.74K - $4.66K
25 $3K
FCX
Freeport Mcmoran Inc

Basic Materials
100
New
$38.08 - $50.82 $3.81K - $5.08K
100 $3K
LI
Li Auto Inc.

Consumer Cyclical
100
New
$21.8 - $30.51 $2.18K - $3.05K
100 $2K
DIS
Walt Disney CO

Communication Services
5
+ 8.47%
$92.39 - $117.6 $462 - $588
64 $7K
BAX
Baxter International Inc

Healthcare
100
New
$28.63 - $37.84 $2.86K - $3.78K
100 $2K
FROG
J Frog LTD

Technology
100
New
$27.22 - $32.86 $2.72K - $3.29K
100 $2K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
4.95K
+ 201.18%
$27.54 - $83.04 $136K - $411K
7.41K $205K
MRNA
Moderna, Inc.

Healthcare
31
New
$36.85 - $63.93 $1.14K - $1.98K
31 $1K
QS
Quantum Scape Corp

Consumer Cyclical
50
New
$4.73 - $6.5 $237 - $325
50 $0
NVAX
Novavax Inc

Healthcare
15
New
$7.22 - $14.68 $108 - $220
15 $0
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
4
New
$77.15 - $104.91 $309 - $420
4 $0
TNL
Travel & Leisure Co.

Consumer Cyclical
4
New
$45.26 - $56.28 $181 - $225
4 $0
SCHX
Schwab Strategic Tr Us Large C

ETFs
27
+ 192.86%
$22.4 - $68.28 $605 - $1.84K
41 $0
Super Micro Computer Inc
470
New
N/A
470 $0
SONY
Sony Group Corp

Technology
128
+ 400.0%
$17.53 - $96.8 $2.24K - $12.4K
160 $3K
SIEB
Siebert Financial Corp

Financial Services
12
New
$2.14 - $3.31 $25.7 - $39.7
12 $0
SCHA
Schwab Strategic Tr Us Small C

ETFs
240
+ 100.0%
$25.33 - $51.16 $6.08K - $12.3K
480 $12K
PARA
Paramount Global

Communication Services
8
New
$10.27 - $11.57 $82.2 - $92.6
8 $0
NOK
Nokia Corp

Technology
30
New
$4.13 - $4.95 $124 - $149
30 $0
Canoo Inc
4
New
N/A
4 $0
Activity Summary
Buys All Purchases 75 New Holdings 34 Increased Positions 41 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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