13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001938514
Total reported value
$539.9M
$539.9M
241 檔
37.0%
During the Q3 2024 filing period, DecisionPoint Financial, LLC (CIK: 0001938514) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $539.9M across 241 reported positions.
During Q3 2024, DecisionPoint Financial, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 241 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 31.04% | +1.56% | +4.68% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 11.82% | -0.61% | +2.48% | |
| 3 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 6.95% | -0.29% | +3.45% | |
| 4 | DFIC | Dimensional International Co | ETF-Other | 6.86% | +0.04% | +13.75% | |
| 5 | HOMB | Home Bancshares Inc | Stock-Financials | 6.65% | -0.76% | -2.29% | |
| 6 | DFAI | Dimensional International Co | ETF-Other | 6.50% | -0.55% | -2.17% | |
| 7 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 6.14% | +0.37% | +6.07% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-Other | 5.56% | +0.10% | +0.70% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.67% | +0.06% | +12.31% | |
| 10 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.10% | +0.24% | +14.62% | |
| 11 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.79% | -0.12% | -2.62% | |
| 12 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 1.74% | -0.16% | -1.00% | |
| 13 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.46% | -0.05% | -0.27% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.03% | -0.07% | +0.19% | |
| 15 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 1.01% | -0.13% | -8.88% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 0.81% | — | +1.95% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.44% | -0.04% | — | |
| 18 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.37% | -0.01% | — | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.36% | -0.01% | — | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.25% | -0.01% | +0.40% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.24% | -0.01% | -3.00% | |
| 22 | RSG | Republic Services Inc | Stock-Industrials | 0.22% | -0.03% | — | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.21% | — | +1.65% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.17% | — | +2.23% | |
| 25 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.17% | -0.01% | -8.87% | |
| 26 | LAND | Gladstone Land CORP | Stock-Other | 0.17% | — | — | |
| 27 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.17% | -0.01% | +12.27% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.16% | -0.03% | — | |
| 29 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.16% | -0.02% | — | |
| 30 | VB | Vanguard Small-cap ETF | ETF-Other | 0.14% | -0.02% | +0.63% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.11% | +0.02% | +25.36% | |
| 32 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.10% | -0.01% | +1.59% | |
| 33 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.10% | — | — | |
| 34 | C | Citigroup Inc | Stock-Financials | 0.08% | — | — | |
| 35 | RF | Regions Financial CORP | Stock-Financials | 0.08% | -0.01% | — | |
| 36 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.08% | -0.02% | -46.18% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.08% | — | +22.21% | |
| 38 | AXP | American Express Co | Stock-Financials | 0.07% | — | — | |
| 39 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.06% | — | +0.41% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.05% | — | — | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.05% | — | — | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.05% | +0.02% | — | |
| 43 | TER | Teradyne Inc | Stock-Tech | 0.04% | — | — | |
| 44 | CRSP | CRISPR Therapeutics AG | Stock-Healthcare | 0.04% | — | — | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.04% | — | — | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.04% | — | — | |
| 47 | BNDW | Vanguard Total World Bond Et | ETF-Other | 0.04% | — | +3.02% | |
| 48 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.04% | — | — | |
| 49 | CLH | Clean Harbors Inc | Stock-Industrials | 0.04% | — | — | |
| 50 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.04% | -0.01% | — |
According to official SEC Form 13F filings, DecisionPoint Financial, LLC reported a total U.S. public equity portfolio value of $539.9M across 241 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, VCIT, DFCF) accounted for 37.0% of total reported equity market value during Q3 2024.
During Q3 2024, DecisionPoint Financial, LLC's top holdings by market value included DFAC (31.0%)、VCIT (11.8%)、DFCF (7.0%). The largest single position, DFAC, represented 31.0% of total portfolio value.
In Q3 2024, DecisionPoint Financial, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.