We are live on ! Find out more
DF

DecisionPoint Financial Portfolio holdings

AUM $464M
1-Year Est. Return 14.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$345M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$6.78M
2
+$3.65M
3
+$1.93M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.72M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.64M

Top Sells

1
+$563K
2
+$426K
3
+$282K
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$229K
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$105K

Sector Composition

1 Financials 6.31%
2 Technology 2.1%
3 Consumer Discretionary 0.74%
4 Industrials 0.37%
5 Communication Services 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$36 ﹤0.01%
54
252
$35 ﹤0.01%
315
253
– –
-28
254
$11 ﹤0.01%
3
255
$6 ﹤0.01%
1
256
– –
-3
257
– –
-100
258
– –
-700
259
– –
-516
260
– –
-600
261
– –
-133
262
– –
-900
263
– –
-25
264
– –
-24
265
– –
-700
266
– –
-100
267
– –
-200
268
– –
-256
269
– –
-17
270
– –
-6
271
– –
-2,034
272
– –
-3
273
– –
-4,000
274
– –
-50
275
– –
-200
8 9 10
11
12