Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DECISIONPOINT FINANCIAL LLC | 08-09-2024 | 06-30-2024 | 250 | 298,234,734 |
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 | $91,054,936 | 2,731,921 | 0.03 | 0.03 | 379,448 | 16.13 | 06-30-2024 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 2 | $35,528,031 | 434,913 | 0.01 | 0.01 | 17,157 | 4.11 | 06-30-2024 |
| HOME BANCSHARES INC | COM | 3 | $22,472,886 | 793,254 | 0.01 | 0.01 | -71,590 | -8.28 | 06-30-2024 |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 4 | $20,795,999 | 491,515 | 0.01 | 0.01 | 24,579 | 5.26 | 06-30-2024 |
