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CJ Harrison

Decisionpoint Financial, Llc

Assets Managed
$463.89M
Holdings
679
Last Quarter
2026 - Q1
Filed Date
2mo 8d ago
Growth Rate
2.07%(2Q avg: 4.03%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Decisionpoint Financial, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 679 positions.

Assets under management

The assets under management (AUM) of Decisionpoint Financial, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 463.89M in assets, with a quarterly growth rate of 2.07% and a 2-quarter average growth rate of 4.03%. The portfolio is managed by CJ Harrison, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 1.22%
31.77%
$147.338M
3.792M shares@ $38.87 avg price
DFIC
Dimensional International Co
Recent Activity
Increased 2.19%
10.88%
$50.432M
1.419M shares@ $35.54 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 1.35%
9.76%
$45.254M
546,875 shares@ $82.75 avg price
DFAS
Dimensional Us Small Cap Etf
Recent Activity
Increased 1.91%
6.5%
$30.127M
423,555 shares@ $71.13 avg price
DFCF
Dimensional Core Fixed Inc
Recent Activity
Increased 1.77%
5.76%
$26.7M
632,396 shares@ $42.23 avg price
DFAI
Dimensional International Co
Recent Activity
Decreased -0.23%
5.74%
$26.594M
682,588 shares@ $38.96 avg price
VNQ
Vanguard Real Estate Etf
Recent Activity
Increased 3.63%
5.16%
$23.924M
269,715 shares@ $88.7 avg price
HOMB
Home Bancshares Inc
Recent Activity
Decreased -0.86%
3.38%
$15.663M
581,621 shares@ $26.94 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Increased 1.62%
3.26%
$15.086M
436,633 shares@ $34.55 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Increased 6.42%
2.69%
$12.443M
156,968 shares@ $79.28 avg price

1-10 of 679