DF

DecisionPoint Financial Portfolio holdings

AUM $392M
1-Year Est. Return 11.25%
This Quarter Est. Return
1 Year Est. Return
+11.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$191M
AUM Growth
-$648K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.65M
3
+$1.63M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$645K
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$623K

Top Sells

1
+$1.82M
2
+$291K
3
+$78.1K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$66.3K
5
TSLA icon
Tesla
TSLA
+$60.6K

Sector Composition

1 Financials 11.16%
2 Technology 2.24%
3 Industrials 0.54%
4 Consumer Discretionary 0.4%
5 Real Estate 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$959 ﹤0.01%
5
-6
227
$482 ﹤0.01%
2
228
$443 ﹤0.01%
+12
229
$411 ﹤0.01%
9
230
$393 ﹤0.01%
5
231
$350 ﹤0.01%
+8
232
$344 ﹤0.01%
+9
233
$340 ﹤0.01%
+13
234
$338 ﹤0.01%
22
235
$321 ﹤0.01%
+11
236
$195 ﹤0.01%
+13
237
$170 ﹤0.01%
54
238
$147 ﹤0.01%
29
239
$107 ﹤0.01%
1
240
$46 ﹤0.01%
1
241
$7 ﹤0.01%
1
242
$4 ﹤0.01%
3
243
$1 ﹤0.01%
10
244
– –
-63
245
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-47
246
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-335
247
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-20
248
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-6
249
– –
-71
6 7 8 9
10