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
26
$197K 0.1%
1,004
27
$195K 0.1%
650
28
$184K 0.1%
10,708
29
$158K 0.08%
4,447
+3,915
30
$143K 0.07%
474
31
$128K 0.07%
365
32
$127K 0.07%
1,000
-100
33
$120K 0.06%
1,000
34
$115K 0.06%
1,741
-143
35
$103K 0.05%
1,000
36
$100K 0.05%
1,000
37
$96.6K 0.05%
225
38
$93K 0.05%
1,000
39
$92.4K 0.05%
2,785
+14
40
$90.2K 0.05%
622
+12
41
$82.1K 0.04%
1,092
42
$81.7K 0.04%
620
-220
43
$80.1K 0.04%
1,840
+80
44
$79.9K 0.04%
1,000
45
$77.8K 0.04%
465
-30
46
$77.4K 0.04%
1,500
47
$74.1K 0.04%
1,597
48
$73.4K 0.04%
177
49
$71.4K 0.04%
+5,841
50
$69.8K 0.04%
1,000
1
2
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