DECISIONPOINT FINANCIAL LLC
Q4 2022 Form 13-F
MESA, ARIZONA
CIK 0001938514
· CRD 296988
· SEC-registered investment adviser
$164.5M Reported Value Total
DECISIONPOINT FINANCIAL, LLC reports 785 total accounts under management (AUM). There are 785 discretionary accounts valued at $495,525,785, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-10-27
Reported value
$164.5M
Quarter over quarter
0.0%
Holdings
198
Top-10 concentration
87.1%
Key People
Form ADV owners & control persons
Matthew Judson Daley
PARTNER & SENIOR FINANCIAL PLANNER
Katherine Grace Dow
MEMBER
Curtis John Harrison
VICE PRESIDENT
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Q4 2022 13F record
Q4 2022 13F filing summary
| Period of report | December 31, 2022 |
|---|---|
| Filed | September 26, 2023 |
| Form | 13F-HR |
| Reported value | $164.5M |
| Positions | 198 |
| Change in reported value | First reported quarter |
| Top-10 concentration | 87.1% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 27, 2026
|
1,419 | $573.9M |
|
Q2 2026 13F
Filed Aug 5, 2026
|
1,416 | $539.9M |
|
Q1 2026 13F
Filed May 6, 2026
|
678 | $463.9M |
|
Q4 2025 13F
Filed Jan 29, 2026
|
726 | $454.5M |
|
Q3 2025 13F
Filed Nov 10, 2025
|
656 | $428.9M |
|
Q2 2025 13F
Filed Aug 14, 2025
|
643 | $391.6M |
|
Q1 2025 13F
Filed May 2, 2025
|
255 | $344.7M |
|
Q4 2024 13F
Filed Jan 29, 2025
|
263 | $327.3M |
|
Q3 2024 13F
Filed Oct 29, 2024
|
241 | $315.9M |
|
Q2 2024 13F
Filed Aug 9, 2024
|
240 | $298.2M |
|
Q1 2024 13F
Filed Apr 30, 2024
|
275 | $251.3M |
|
Q4 2023 13F
Filed Jan 31, 2024
|
209 | $233.2M |
|
Q3 2023 13F
Filed Oct 26, 2023
|
242 | $191.3M |
|
Q2 2023 13F
Filed Sep 26, 2023
|
196 | $191.9M |
|
Q1 2023 13F
Filed Sep 26, 2023
|
196 | $173.1M |
|
Q4 2022 13F
Filed Sep 26, 2023
|
198 | $164.5M |
Top 20 holdings · Q4 2022
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | DFAC DIMENSIONAL ETF TRUST | $31.1M | 18.93% |
| 2 | HOMB HOME BANCSHARES INC | $30.2M | 18.33% |
| 3 | VCIT VANGUARD SCOTTSDALE FDS | $25.4M | 15.42% |
| 4 | DFCF DIMENSIONAL ETF TRUST | $14.4M | 8.76% |
| 5 | DFAI DIMENSIONAL ETF TRUST | $14.2M | 8.65% |
| 6 | VNQ VANGUARD INDEX FDS | $9.3M | 5.67% |
| 7 | DFAS DIMENSIONAL ETF TRUST | $6.2M | 3.76% |
| 8 | SLQD ISHARES TR | $5.2M | 3.15% |
| 9 | DFAE DIMENSIONAL ETF TRUST | $3.8M | 2.32% |
| 10 | VCSH VANGUARD SCOTTSDALE FDS | $3.5M | 2.12% |
| 11 | SCHI SCHWAB STRATEGIC TR | $3.4M | 2.05% |
| 12 | VTI VANGUARD INDEX FDS | $2.7M | 1.61% |
| 13 | DFAR DIMENSIONAL ETF TRUST | $2.1M | 1.25% |
| 14 | VEA VANGUARD TAX-MANAGED FDS | $1.5M | 0.91% |
| 15 | MSFT MICROSOFT CORP | $1.5M | 0.91% |
| 16 | AAPL APPLE INC | $1.4M | 0.85% |
| 17 | VWO VANGUARD INTL EQUITY INDEX F | $878.9K | 0.53% |
| 18 | VB VANGUARD INDEX FDS | $749.7K | 0.46% |
| 19 | LAND GLADSTONE LD CORP | $710.1K | 0.43% |
| 20 | RSG REPUBLIC SVCS INC | $536.0K | 0.33% |
Values as reported on the Q4 2022 Form 13F. Every position is in the holdings table below.