Decision Point Financial, LLC has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $315 Million distributed in 251 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $98.1M, Vanguard Intermediate Term Cor with a value of $37.3M, Dimensional ETF Tr Core Fxd In with a value of $22M, Dimensional ETF Tr Dimensional with a value of $21.7M, and Home Bancshares Inc with a value of $21M.
Examining the 13F form we can see an increase of $29.8M in the current position value, from $285M to 315M.
Decision Point Financial, LLC is based out at Mesa, AZ
Below you can find more details about Decision Point Financial, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$315 Million
ETFs: $279 Million
Financial Services: $22.2 Million
Technology: $7.03 Million
Consumer Cyclical: $2.34 Million
Industrials: $1.28 Million
Communication Services: $942,000
Real Estate: $681,000
Healthcare: $525,000
Other: $633,000
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
