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
$327M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$4.61M
3
+$1.78M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.44M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.21M

Top Sells

1
+$752K
2
+$538K
3
+$78K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$68.9K
5
CVS icon
CVS Health
CVS
+$62.9K

Sector Composition

1 Financials 6.88%
2 Technology 2.46%
3 Consumer Discretionary 0.9%
4 Industrials 0.37%
5 Communication Services 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.8K ﹤0.01%
33
227
$1.8K ﹤0.01%
5
228
$1.58K ﹤0.01%
26
229
$1.46K ﹤0.01%
9
230
$1.35K ﹤0.01%
17
231
$1.29K ﹤0.01%
+31
232
$1.18K ﹤0.01%
27
233
$1.15K ﹤0.01%
3
234
$947 ﹤0.01%
41
-1
235
$940 ﹤0.01%
56
236
$915 ﹤0.01%
+170
237
$890 ﹤0.01%
2
238
$812 ﹤0.01%
+35
239
$716 ﹤0.01%
133
240
$436 ﹤0.01%
+100
241
$421 ﹤0.01%
5
242
$404 ﹤0.01%
+4
243
$397 ﹤0.01%
6
244
$290 ﹤0.01%
+3
245
$260 ﹤0.01%
+50
246
$253 ﹤0.01%
29
247
$202 ﹤0.01%
+4
248
$190 ﹤0.01%
1
249
$162 ﹤0.01%
+2
250
$138 ﹤0.01%
+8
7 8 9
10
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