Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DECISIONPOINT FINANCIAL LLC | 04-30-2024 | 03-31-2024 | 285 | 251,258,103 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 1 | $72,526,744 | 2,352,473 | 0.03 | 0.03 | 217,572 | 10.19 | 03-31-2024 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 2 | $32,756,269 | 417,756 | 0.01 | 0.01 | 13,358 | 3.30 | 03-31-2024 |
| HOME BANCSHARES INC | COM | 3 | $21,119,491 | 864,844 | 0.01 | 0.01 | -86,386 | -9.08 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 4 | $19,116,397 | 646,698 | 0.01 | 0.01 | -1,932 | -0.30 | 03-31-2024 |
