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
$165M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$31.1M
2
+$30.2M
3
+$25.4M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$14.4M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$14.2M

Top Sells

No sells this quarter

Sector Composition

1 Financials 18.65%
2 Technology 2.12%
3 Industrials 0.49%
4 Real Estate 0.47%
5 Healthcare 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$167K 0.1%
+3,625
27
$150K 0.09%
+474
28
$149K 0.09%
+1,004
29
$142K 0.09%
+2,771
30
$118K 0.07%
+1,000
31
$113K 0.07%
+365
32
$111K 0.07%
+1,000
33
$108K 0.07%
+1,505
34
$93.2K 0.06%
+1,000
35
$92.9K 0.06%
+1,106
36
$87.3K 0.05%
+1,000
37
$86.4K 0.05%
+225
38
$82.9K 0.05%
+750
39
$82.2K 0.05%
+1,092
40
$81.8K 0.05%
+610
41
$78.2K 0.05%
+650
42
$78K 0.05%
+667
43
$77.7K 0.05%
+1,000
44
$70.1K 0.04%
+836
45
$70.1K 0.04%
+1,115
46
$66.1K 0.04%
+1,500
47
$62.4K 0.04%
+1,000
48
$59.1K 0.04%
+327
49
$57.7K 0.04%
+2,034
50
$56.5K 0.03%
+177
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