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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
$464M
AUM Growth
+$9.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
742
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$1.84M
3
+$1.18M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.1M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$864K

Top Sells

1
+$1M
2
+$143K
3
+$65K
4
IAU icon
iShares Gold Trust
IAU
+$61.1K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$44.9K

Sector Composition

1 Financials 3.6%
2 Technology 1.4%
3 Consumer Discretionary 0.59%
4 Industrials 0.31%
5 Communication Services 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBIT icon
51
iShares Bitcoin Trust
IBIT
$49.2B
$167K 0.04%
4,340
+102
DEXC
52
Dimensional Emerging Markets ex China Core Equity ETF
DEXC
$324M
$166K 0.04%
2,558
IWF icon
53
iShares Russell 1000 Growth ETF
IWF
$126B
$156K 0.03%
1,468
VGT icon
54
Vanguard Information Technology ETF
VGT
$142B
$148K 0.03%
1,696
-96
SCHA icon
55
Schwab U.S Small- Cap ETF
SCHA
$23.4B
$146K 0.03%
5,037
DISV icon
56
Dimensional International Small Cap Value ETF
DISV
$4.82B
$142K 0.03%
3,589
+617
HD icon
57
Home Depot
HD
$327B
$140K 0.03%
427
SCHD icon
58
Schwab US Dividend Equity ETF
SCHD
$96.5B
$136K 0.03%
4,434
-1,424
CLH icon
59
Clean Harbors
CLH
$15.2B
$133K 0.03%
465
IEFA icon
60
iShares Core MSCI EAFE ETF
IEFA
$186B
$131K 0.03%
1,446
-142
PH icon
61
Parker-Hannifin
PH
$114B
$122K 0.03%
136
IVE icon
62
iShares S&P 500 Value ETF
IVE
$48B
$121K 0.03%
573
PSX icon
63
Phillips 66
PSX
$71.9B
$114K 0.02%
627
CVX icon
64
Chevron
CVX
$373B
$106K 0.02%
514
-122
CSCO icon
65
Cisco
CSCO
$477B
$105K 0.02%
1,353
ORCL icon
66
Oracle
ORCL
$530B
$101K 0.02%
688
AESR icon
67
Anfield US Equity Sector Rotation ETF
AESR
$170M
$97.7K 0.02%
5,841
DFLV icon
68
Dimensional US Large Cap Value ETF
DFLV
$6.31B
$96.9K 0.02%
2,713
+1,501
DFSV icon
69
Dimensional US Small Cap Value ETF
DFSV
$7.89B
$91.4K 0.02%
2,607
+872
DFIV icon
70
Dimensional International Value ETF
DFIV
$20.1B
$85.8K 0.02%
1,625
+3
VXF icon
71
Vanguard Extended Market ETF
VXF
$30.3B
$83.9K 0.02%
408
+1
DFUS icon
72
Dimensional US Equity ETF
DFUS
$20.3B
$81.7K 0.02%
1,153
+3
BA icon
73
Boeing
BA
$173B
$79K 0.02%
397
VTIP icon
74
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$18.9B
$74.3K 0.02%
1,487
PLTR icon
75
Palantir
PLTR
$307B
$72.7K 0.02%
497
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3
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