DecisionPoint Financial, LLC

RIA/Wealth

DecisionPoint Financial, LLC is a RIA/Wealth based in Mesa, AZ led by Curtis John Harrison, reporting $848.7M in AUM as of Q3 2025 with 92% ETF concentration, 85% concentrated in top 10 holdings, 32% allocation to DFAC, and minimal technology exposure.

PresidentCurtis John Harrison

Portfolio Value: $428.7M
Positions: 656
Top Holding: DFAC at 31.93%
Last Reported: Q3 2025

Address2812 North Norwalk, Suite 116, Mesa, AZ, 85215, United States

Top Holdings

Largest long holdings in DecisionPoint Financial, LLC's portfolio (85.1% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Dimensional U.S. Core Equity 2 DFAC	ETF ETF	$136.9M	31.93%	+$6.9M Bought	— 3.5M shares	Q4 2022 Held for 2y 11m
2 Vanguard Intermediate-Term Corporate Bond VCIT	ETF ETF	$44.1M	10.29%	+$1.9M Bought	— 524.6K shares	Q4 2022 Held for 2y 11m
3 Dimensional International Core Equity 2 DFIC	ETF ETF	$41.2M	9.62%	+$4.5M Bought	— 1.3M shares	Q4 2022 Held for 2y 11m
4 Dimensional U.S. Small Cap DFAS	ETF ETF	$27.4M	6.39%	+$1.8M Bought	— 399.2K shares	Q4 2022 Held for 2y 11m
5 DFCF Dimensional Core Fixed Income DFCF	ETF ETF	$25.8M	6.03%	+$531.9K Bought	— 602.3K shares	Q4 2022 Held for 2y 11m
6 Dimensional International Core Equity Market DFAI	ETF ETF	$25.5M	5.96%	-$922.2K Sold	— 698.3K shares	Q4 2022 Held for 2y 11m
7 Vanguard Real Estate VNQ	ETF ETF	$21.5M	5.01%	+$2.4M Bought	— 234.5K shares	Q4 2022 Held for 2y 11m
8 Home BancShares HOMB	Banks - Regional Financial Services	$18.7M	4.36%	-$266.7K Sold	0.34% 663.0K shares	Q4 2022 Held for 2y 11m
9 Dimensional Emerging Markets Core Equity 2 DFEM	ETF ETF	$12.5M	2.91%	+$1.2M Bought	— 386.0K shares	Q2 2023 Held for 2y 5m
10 Vanguard Short-Term Corporate Bond VCSH	ETF ETF	$11.0M	2.57%	+$536.3K Bought	— 138.1K shares	Q4 2022 Held for 2y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in DecisionPoint Financial, LLC's latest filing

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Market Value

$428.7M

Prior: $391.4M

Q/Q Change

+9.52%

+$37.3M

Net Flows % of MV

+4.2%

Turnover Ratio

3.31%

New Purchases

30 stocks

$267.5K

Added To

40 stocks

+$23.2M

Sold Out Of

23 stocks

$521.1K

Reduced Holdings

50 stocks

-$4.9M

Increased Positions

Position	Shares Δ	Change
1 VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP	New	0 → 1.5K +$74.4K
2 Dimensional U.S. Equity DFUS	New	0 → 727.0 +$52.8K
3 Janus Henderson Mortgage-Backed Securities JMBS	New	0 → 398.0 +$18.1K
4 Vanguard World Funds Extended Duration EDV	New	0 → 243.0 +$16.5K
5 IQLT iShares MSCI Intl Quality Factor IQLT	New	0 → 291.0 +$13.0K

Decreased Positions

Position	Shares Δ	Change
1 Amplify Cybersecurity HACK	Sold	1.5K → 0 −$127.5K
2 VanEck Pharmaceutical PPH	Sold	1.0K → 0 −$88.4K
3 Alaska Air Group ALK	Sold	1.4K → 0 −$68.6K
4 VOOG Vanguard S&P 500 Growth VOOG	Sold	142.0 → 0 −$55.7K
5 ON Semiconductor ON	Sold	1.0K → 0 −$53.6K