DecisionPoint Financial, LLC

MESA, AZ · CIK 1938514 · 13F filing filed 2026-08-05

SEC-registered investment adviser since 2018 · limited liability company

Assets managed$1.2bn
Staff18 · 14 in investment roles
Main clients (by assets)State and local governments 39%, High net worth individuals 38%, Pension plans 10%
Websitedp457b.com
Form ADV · 2026-09-01SEC adviser record

Kindinstitutions
Others nearbyMesa, AZ, Gig Harbor, WA, Bozeman, MT

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Mesa, AZ (main office)United States	United States	about 8
Gig Harbor, WAUnited States	United States	5
Bozeman, MTUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$539.9m reported value +16.4% vs Q1 2026

1,416positions

85.0%in top 10

801 new 318 added 126 reduced 64 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	4,061,339	$179.9m33.32%	33.32%	Added +269.8k	+269,833 7.1%
2	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	1,583,340	$58.9m10.91%	10.91%	Added +163.9k	+163,920 11.6%
3	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	601,336	$49.4m9.15%	9.15%	Added +54.5k	+54,461 10.0%
4	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	451,314	$37.0m6.86%	6.86%	Added +27.8k	+27,759 6.5%
5	DIMENSIONAL ETF TRUST CORE FIXED INCOM DFCF	DFCF	701,524	$29.6m5.47%	5.47%	Added +69.1k	+69,128 10.9%
6	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	293,151	$28.4m5.26%	5.26%	Added +23.4k	+23,436 8.7%
7	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	680,856	$28.0m5.18%	5.18%	Reduced -1.7k	-1,732 -0.2%
8	DIMENSIONAL ETF TRUST EMERGING MKTS CO DFEM	DFEM	474,963	$18.9m3.49%	3.49%	Added +38.3k	+38,330 8.8%
9	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	187,930	$14.8m2.74%	2.74%	Added +31.0k	+30,962 19.7%
10	HOME BANCSHARES INC COM HOMB	HOMB	489,137	$14.1m2.62%	2.62%	Reduced -92.5k	-92,484 -15.9%
11	DIMENSIONAL ETF TRUST US CORE EQUITY 1 US CORE EQUITY 1		166,389	$13.6m2.53%	2.53%	Added +879	+879 0.5%
12	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	232,429	$9.1m1.69%	1.69%	Reduced -15.5k	-15,502 -6.2%
13	DIMENSIONAL ETF TRUST US REAL ESTATE E US REAL ESTATE E		194,205	$5.1m0.94%	0.94%	Added +83	+83 0.0%
14	ISHARES TR 0-5YR INVT GR CP SLQD	SLQD	95,886	$4.8m0.89%	0.89%	Reduced -320	-320 -0.3%
15	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	12,057	$4.5m0.82%	0.82%	Reduced -376	-376 -3.0%
16	SCHWAB STRATEGIC TR 5 10YR CORP BD SCHI	SCHI	161,284	$3.6m0.67%	0.67%	Reduced -1.9k	-1,912 -1.2%
17	APPLE INC COM AAPL	AAPL	11,501	$3.4m0.63%	0.63%	Added +68	+68 0.6%
18	VANGUARD INDEX FDS SMALL CP ETF VB	VB	10,086	$3.0m0.56%	0.56%	Reduced -152	-152 -1.5%
19	MICROSOFT CORP COM MSFT	MSFT	6,272	$2.4m0.45%	0.45%	Reduced -271	-271 -4.1%
20	LENDINGCLUB CORP COM NEW HAPN	HAPN	102,574	$2.1m0.39%	0.39%	New
21	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	2,515	$1.7m0.32%	0.32%	Reduced -16	-16 -0.6%
22	MARRIOTT INTL INC NEW CL A MAR	MAR	4,651	$1.7m0.32%	0.32%	Added +1	+1 0.0%
23	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	19,028	$1.6m0.30%	0.30%	Reduced -25	-25 -0.1%
24	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	18,008	$1.3m0.24%	0.24%	Reduced -1.0k	-1,028 -5.4%
25	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	33,423	$966.3k0.18%	0.18%	Unchanged
26	AMAZON COM INC COM AMZN	AMZN	3,858	$932.5k0.17%	0.17%	Reduced -11	-11 -0.3%
27	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	12,189	$857.6k0.16%	0.16%	Reduced -166	-166 -1.3%
28	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	14,205	$841.2k0.16%	0.16%	Reduced -159	-159 -1.1%
29	ISHARES TR CORE S&P500 ETF IVV	IVV	1,065	$797.9k0.15%	0.15%	Added +127	+127 13.5%
30	DIMENSIONAL ETF TRUST WORLD EX US CORE DFAX	DFAX	20,707	$755.8k0.14%	0.14%	Added +421	+421 2.1%
31	REPUBLIC SVCS INC COM RSG	RSG	3,359	$721.2k0.13%	0.13%	Added +2	+2 0.1%
32	DIMENSIONAL ETF TRUST US CORE EQT MKT DFAU	DFAU	13,917	$718.3k0.13%	0.13%	Reduced -26	-26 -0.2%
33	NVIDIA CORPORATION COM NVDA	NVDA	3,549	$701.2k0.13%	0.13%	Added +713	+713 25.1%
34	DIMENSIONAL ETF TRUST WORLD EQUITY ETF DFAW	DFAW	7,980	$658.5k0.12%	0.12%	Reduced -312	-312 -3.8%
35	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	6,136	$616.1k0.11%	0.11%	Reduced -60	-60 -1.0%
36	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	19,205	$564.4k0.10%	0.10%	Unchanged
37	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,349	$487.2k0.09%	0.09%	Reduced -29	-29 -2.1%
38	DIMENSIONAL ETF TRUST NATL MUN BD ETF DFNM	DFNM	9,344	$451.6k0.08%	0.08%	Unchanged
39	ISHARES TR AGGRES ALLOC ETF AOA	AOA	4,500	$437.0k0.08%	0.08%	New
40	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	1,250	$373.3k0.07%	0.07%	Added +1.1k	+1,150 1150.0%
41	META PLATFORMS INC CL A META	META	583	$357.0k0.07%	0.07%	Added +13	+13 2.3%
42	ALPHABET INC CAP STK CL C GOOG	GOOG	927	$331.9k0.06%	0.06%	Added +324	+324 53.7%
43	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	2,048	$319.7k0.06%	0.06%	Unchanged
44	AMERICAN EXPRESS CO COM AXP	AXP	840	$292.4k0.05%	0.05%	Added +7	+7 0.8%
45	JPMORGAN CHASE & CO COM JPM	JPM	831	$277.5k0.05%	0.05%	Added +23	+23 2.9%
46	ENSIGN GROUP INC COM ENSG	ENSG	1,640	$270.3k0.05%	0.05%	Added +2	+2 0.1%
47	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	4,350	$252.4k0.05%	0.05%	Unchanged
48	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	719	$246.9k0.05%	0.05%	New
49	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	4,685	$226.1k0.04%	0.04%	Reduced -5.2k	-5,150 -52.4%
50	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	422	$210.9k0.04%	0.04%	Added +5	+5 1.2%
51	VANGUARD INDEX FDS MID CAP ETF VO	VO	2,600	$209.0k0.04%	0.04%	Unchanged
52	VANGUARD WORLD FD INF TECH ETF VGT	VGT	1,696	$198.8k0.04%	0.04%	Unchanged
53	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	300	$186.1k0.03%	0.03%	New
54	REGIONS FINANCIAL CORP NEW COM RF	RF	6,032	$185.8k0.03%	0.03%	Reduced -1.7k	-1,693 -21.9%
55	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	1,000	$185.6k0.03%	0.03%	Added +850	+850 566.7%
56	DIMENSIONAL ETF TRUST EMERGING MRKTETS DEXC	DEXC	2,285	$182.0k0.03%	0.03%	Reduced -273	-273 -10.7%
57	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	5,037	$179.4k0.03%	0.03%	Unchanged
58	CONOCOPHILLIPS COM COP	COP	1,672	$172.6k0.03%	0.03%	Added +10	+10 0.6%
59	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	5,418	$172.6k0.03%	0.03%	Added +984	+984 22.2%
60	ISHARES TR CORE MSCI EAFE IEFA	IEFA	1,737	$166.9k0.03%	0.03%	Added +291	+291 20.1%
61	CISCO SYS INC COM CSCO	CSCO	1,380	$161.5k0.03%	0.03%	Added +27	+27 2.0%
62	DIMENSIONAL ETF TRUST US SMALL CAP VAL US SMALL CAP VAL		4,054	$157.1k0.03%	0.03%	Added +1.4k	+1,447 55.5%
63	STRYKER CORPORATION COM SYK	SYK	486	$152.3k0.03%	0.03%	Reduced -52	-52 -9.7%
64	HOME DEPOT INC COM HD	HD	429	$150.5k0.03%	0.03%	Added +2	+2 0.5%
65	DIMENSIONAL ETF TRUST INTL SMALL CAP V DISV	DISV	3,642	$146.9k0.03%	0.03%	Added +53	+53 1.5%
66	SPDR SERIES TRUST NYSE TECH ETF XNTK	XNTK	370	$139.4k0.03%	0.03%	New
67	CLEAN HARBORS INC COM CLH	CLH	467	$135.8k0.03%	0.03%	Added +2	+2 0.4%
68	DIMENSIONAL ETF TRUST US LARGE CAP VAL DFLV	DFLV	3,405	$134.6k0.02%	0.02%	Added +692	+692 25.5%
69	ISHARES TR S&P 500 VAL ETF IVE	IVE	584	$133.0k0.02%	0.02%	Added +11	+11 1.9%
70	PARKER-HANNIFIN CORP COM PH	PH	137	$132.0k0.02%	0.02%	Added +1	+1 0.7%
71	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	3,705	$126.0k0.02%	0.02%	Reduced -635	-635 -14.6%
72	HORIZON FDS ANFIELD US EQTY AESR	AESR	5,841	$118.9k0.02%	0.02%	New
73	JANUS DETROIT STR TR HENDRSON AAA CL JAAA	JAAA	2,346	$118.5k0.02%	0.02%	New
74	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	538	$117.8k0.02%	0.02%	Added +420	+420 355.9%
75	JOHNSON & JOHNSON COM JNJ	JNJ	442	$112.3k0.02%	0.02%	Added +310	+310 234.8%
76	PHILLIPS 66 COM PSX	PSX	632	$110.3k0.02%	0.02%	Added +5	+5 0.8%
77	ORACLE CORP COM ORCL	ORCL	702	$100.0k0.02%	0.02%	Added +14	+14 2.0%
78	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	399	$97.6k0.02%	0.02%	Reduced -9	-9 -2.2%
79	ISHARES TR RUSSELL 2000 ETF IWM	IWM	316	$94.6k0.02%	0.02%	Added +49	+49 18.4%
80	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	1,155	$94.4k0.02%	0.02%	Added +2	+2 0.2%
81	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	205	$91.1k0.02%	0.02%	Added +200	+200 4000.0%
82	CHEVRON CORP NEW COM CVX	CVX	542	$89.8k0.02%	0.02%	Added +28	+28 5.5%
83	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	1,650	$89.1k0.02%	0.02%	Added +25	+25 1.5%
84	BOEING CO COM BA	BA	399	$87.2k0.02%	0.02%	Added +2	+2 0.5%
85	DIMENSIONAL ETF TRUST EMERGING MKTS VA DFEV	DFEV	1,844	$76.6k0.01%	0.01%	Added +10	+10 0.6%
86	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	1,481	$73.3k0.01%	0.01%	Reduced -6	-6 -0.4%
87	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	600	$71.1k0.01%	0.01%	New
88	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	891	$69.2k0.01%	0.01%	Unchanged
89	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	566	$68.8k0.01%	0.01%	Added +22	+22 4.0%
90	VANGUARD INDEX FDS VALUE ETF VTV	VTV	313	$68.0k0.01%	0.01%	Unchanged
91	ISHARES TR SELECT DIVID ETF DVY	DVY	414	$65.0k0.01%	0.01%	New
92	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	963	$64.5k0.01%	0.01%	Unchanged
93	VANGUARD SCOTTSDALE FDS TOTAL WLD BD ETF BNDW	BNDW	939	$64.1k0.01%	0.01%	Unchanged
94	ISHARES TR MSCI EAFE ETF EFA	EFA	616	$63.5k0.01%	0.01%	Unchanged
95	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	500	$62.9k0.01%	0.01%	Added +3	+3 0.6%
96	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	364	$57.6k0.01%	0.01%	Added +119	+119 48.6%
97	CONSOLIDATED EDISON INC COM ED	ED	504	$55.9k0.01%	0.01%	Added +2	+2 0.4%
98	INVESCO EXCHANGE TRADED FD T WATER RES ETF PHO	PHO	800	$55.1k0.01%	0.01%	Unchanged
99	PALO ALTO NETWORKS INC COM PANW	PANW	156	$54.9k0.01%	0.01%	Added +1	+1 0.7%
100	HORIZON FDS ANFIELD UNIVERSL AFIF	AFIF	5,647	$53.3k0.01%	0.01%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
TWO RDS SHARED TR		5,841	$97.7k5.8k shares
SELECT SECTOR SPDR TR XLE	XLE	920	$56.4k920 shares
DIMENSIONAL ETF TRUST DUSB	DUSB	1,091	$55.3k1.1k shares
TWO RDS SHARED TR		5,647	$52.6k5.6k shares
EOS ENERGY ENTERPRISES INC EOSE	EOSE	6,906	$34.3k6.9k shares
DIMENSIONAL ETF TRUST DFAT	DFAT	371	$23.2k371 shares
CID HOLDCO INC		68,387	$11.7k68.4k shares
HONEYWELL INTL INC		24	$10.6k24 shares
SELECT SECTOR SPDR TR XLV	XLV	51	$7.5k51 shares
PIMCO ETF TR ZROZ	ZROZ	111	$7.1k111 shares
ASE TECHNOLOGY HLDG CO LTD ASX	ASX	225	$4.9k225 shares
FIGMA INC FIG	FIG	222	$4.7k222 shares
ENI S P A E	E	67	$3.8k67 shares
BIGBEAR AI HLDGS INC BBAI	BBAI	1,000	$3.5k1.0k shares
TOTALENERGIES SE TTE	TTE	33	$3.0k33 shares
PUBLIC STORAGE PSA	PSA	11	$3.0k11 shares
CARNIVAL CORP		114	$3.0k114 shares
NOVO-NORDISK A S NVO	NVO	66	$2.4k66 shares
SEABRIDGE GOLD INC		61	$1.7k61 shares
AMERICAN TOWER CORP NEW AMT	AMT	9	$1.6k9 shares
SPDR SER TR EBND	EBND	62	$1.3k62 shares
METTLER TOLEDO INTERNATIONAL MTD	MTD	1	$1.3k1 shares
KRANESHARES TR IVOL	IVOL	65	$1.2k65 shares
ISHARES INC EWS	EWS	42	$1.2k42 shares
WEYERHAEUSER CO MTN BE WY	WY	40	$97840 shares