HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 DIMENSIONAL ETF TRUST (DFAC) |
2,134,901 | +212,981 | $62,403 |
| DFAC | 2,134,901 | +212,981 | $62,403 |
| VANGUARD SCOTTSDALE FDS (VCIT) |
404,398 | +23,366 | $32,869 |
| VCIT | 404,398 | +23,366 | $32,869 |
| HOME BANCSHARES INC (HOMB) |
951,230 | -39,934 | $24,095 |
| HOMB | 951,230 | -39,934 | $24,095 |
| DIMENSIONAL ETF TRUST (DFAI) |
648,630 | -387 | $18,577 |
| DFAI | 648,630 | -387 | $18,577 |
| DIMENSIONAL ETF TRUST (DFCF) |
431,793 | +36,885 | $18,308 |
| DFCF | 431,793 | +36,885 | $18,308 |
| VANGUARD INDEX FDS (VNQ) |
162,083 | +15,924 | $14,322 |
| VNQ | 162,083 | +15,924 | $14,322 |
| DIMENSIONAL ETF TRUST (DFAS) |
210,969 | +27,330 | $12,578 |
| DFAS | 210,969 | +27,330 | $12,578 |
| DIMENSIONAL ETF TRUST (DFIC) |
285,343 | +146,491 | $7,285 |
| DFIC | 285,343 | +146,491 | $7,285 |
| ISHARES TR (SLQD) |
102,679 | -720 | $5,052 |
| SLQD | 102,679 | -720 | $5,052 |
| DIMENSIONAL ETF TRUST (DFAE) |
203,165 | +96 | $4,898 |
| DFAE | 203,165 | +96 | $4,898 |
| VANGUARD SCOTTSDALE FDS (VCSH) |
57,529 | +4,525 | $4,451 |
| VCSH | 57,529 | +4,525 | $4,451 |
| SCHWAB STRATEGIC TR |
78,462 | -303 | $3,526 |
| SCHI | 78,462 | -303 | $3,526 |
| DIMENSIONAL ETF TRUST (DFAR) |
124,454 | +3,550 | $2,830 |
| DFAR | 124,454 | +3,550 | $2,830 |
| MICROSOFT CORP |
7,399 | +1,003 | $2,782 |
| MSFT | 7,399 | +1,003 | $2,782 |
| DIMENSIONAL ETF TRUST (DFEM) |
82,562 | +48,930 | $2,061 |
| DFEM | 82,562 | +48,930 | $2,061 |
| APPLE INC |
10,635 | +1,972 | $2,048 |
| AAPL | 10,635 | +1,972 | $2,048 |
| VANGUARD INDEX FDS (VTI) |
5,727 | +365 | $1,359 |
| VTI | 5,727 | +365 | $1,359 |
| VANGUARD INDEX FDS (VOO) |
2,281 | +2,268 | $996 |
| VOO | 2,281 | +2,268 | $996 |
| MARRIOTT INTL INC NEW |
4,363 | +3,359 | $984 |
| MAR | 4,363 | +3,359 | $984 |
| VANGUARD TAX MANAGED FDS (VEA) |
16,385 | -677 | $785 |
| VEA | 16,385 | -677 | $785 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
17,366 | -37 | $714 |
| VWO | 17,366 | -37 | $714 |
| REPUBLIC SVCS INC |
3,450 | -931 | $569 |
| RSG | 3,450 | -931 | $569 |
| GLADSTONE LD CORP |
38,700 | UNCH | $559 |
| LAND | 38,700 | UNCH | $559 |
| DIMENSIONAL ETF TRUST (DFAX) |
22,846 | UNCH | $558 |
| DFAX | 22,846 | UNCH | $558 |
| DIMENSIONAL ETF TRUST (DFAU) |
15,449 | -1,646 | $514 |
| DFAU | 15,449 | -1,646 | $514 |
| DIMENSIONAL ETF TRUST (DFNM) |
10,098 | +10,098 | $490 |
| DFNM | 10,098 | +10,098 | $490 |
| AMAZON COM INC |
3,219 | +2,219 | $489 |
| AMZN | 3,219 | +2,219 | $489 |
| VANGUARD INDEX FDS (VB) |
2,067 | -131 | $441 |
| VB | 2,067 | -131 | $441 |
| ISHARES TR (IWF) |
1,292 | +1,292 | $392 |
| IWF | 1,292 | +1,292 | $392 |
| META PLATFORMS INC |
854 | +204 | $302 |
| META | 854 | +204 | $302 |
| VANGUARD INTL EQUITY INDEX F (VT) |
2,849 | +6 | $293 |
| VT | 2,849 | +6 | $293 |
| REGIONS FINANCIAL CORP NEW |
10,708 | UNCH | $208 |
| RF | 10,708 | UNCH | $208 |
| SCHWAB STRATEGIC TR |
2,435 | +2,435 | $183 |
| SCHM | 2,435 | +2,435 | $183 |
| CRISPR THERAPEUTICS AG |
2,798 | +2,750 | $175 |
| CRSP | 2,798 | +2,750 | $175 |
| HOME DEPOT INC |
459 | -15 | $159 |
| HD | 459 | -15 | $159 |
| AMERICAN EXPRESS CO |
825 | +550 | $154 |
| AXP | 825 | +550 | $154 |
| ALPHABET INC |
959 | +459 | $134 |
| GOOGL | 959 | +459 | $134 |
 BERKSHIRE HATHAWAY INC DEL |
$130 | ||
| BRK.B | 365 | UNCH | $130 |
| CONOCOPHILLIPS |
1,076 | +76 | $125 |
| COP | 1,076 | +76 | $125 |
| VANGUARD SCOTTSDALE FDS (BNDW) |
1,625 | -116 | $112 |
| BNDW | 1,625 | -116 | $112 |
| ISHARES TR (EFA) |
1,444 | +1,388 | $109 |
| EFA | 1,444 | +1,388 | $109 |
| MERCK & CO INC |
1,000 | UNCH | $109 |
| MRK | 1,000 | UNCH | $109 |
| TERADYNE INC |
1,000 | UNCH | $109 |
| TER | 1,000 | UNCH | $109 |
| ISHARES TR (IVV) |
225 | UNCH | $107 |
| IVV | 225 | UNCH | $107 |
| JPMORGAN CHASE & CO |
610 | -12 | $104 |
| JPM | 610 | -12 | $104 |
| VANGUARD INDEX FDS (VO) |
406 | +181 | $94 |
| VO | 406 | +181 | $94 |
| ALPHABET INC |
645 | +25 | $91 |
| GOOG | 645 | +25 | $91 |
| ETF MANAGERS TR (HACK) |
1,500 | UNCH | $91 |
| HACK | 1,500 | UNCH | $91 |
| NVIDIA CORPORATION |
184 | UNCH | $91 |
| NVDA | 184 | UNCH | $91 |
| VANGUARD WORLD FDS (VGT) |
177 | UNCH | $86 |
| VGT | 177 | UNCH | $86 |
See Full List: All Stocks Held By DecisionPoint Financial LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By DecisionPoint Financial LLC
|
Size ($ in 1000's)
At 12/31/2023: $233,175 At 09/30/2023: $191,263 DecisionPoint Financial LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from DecisionPoint Financial LLC 13F filings. Link to 13F filings: SEC filings |
