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
51
$55K 0.03%
+620
52
$54.8K 0.03%
+310
53
$54.6K 0.03%
+304
54
$53.1K 0.03%
+739
55
$52K 0.03%
+500
56
$51.1K 0.03%
+625
57
$49K 0.03%
+424
58
$47.7K 0.03%
+500
59
$46.8K 0.03%
+380
60
$46.4K 0.03%
+900
61
$44.3K 0.03%
+502
62
$44.2K 0.03%
+217
63
$42.2K 0.03%
+885
64
$40.6K 0.02%
+275
65
$40.4K 0.02%
+1,530
66
$39.3K 0.02%
+135
67
$38.9K 0.02%
+100
68
$36.3K 0.02%
+208
69
$35K 0.02%
+66
70
$34.1K 0.02%
+225
71
$32.5K 0.02%
+197
72
$32.5K 0.02%
+116
73
$32.4K 0.02%
+560
74
$32.2K 0.02%
+325
75
$29.6K 0.02%
+401
1 2
3
4 5