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
51
$68.3K 0.04%
750
52
$67.2K 0.04%
1,157
-348
53
$66.2K 0.03%
625
54
$65.4K 0.03%
500
55
$63.8K 0.03%
667
56
$63.3K 0.03%
2,034
57
$60.1K 0.03%
500
58
$55.4K 0.03%
327
59
$53.5K 0.03%
836
60
$52.6K 0.03%
135
61
$51.3K 0.03%
304
62
$51.1K 0.03%
100
63
$50.3K 0.03%
+5,647
64
$49.4K 0.03%
2,215
-435
65
$48.9K 0.03%
988
-178
66
$48.9K 0.03%
424
67
$48.3K 0.03%
310
68
$47.7K 0.03%
+1,513
69
$47.6K 0.02%
885
70
$46.9K 0.02%
225
71
$46.3K 0.02%
664
+48
72
$46.1K 0.02%
+751
73
$42.8K 0.02%
500
74
$42.5K 0.02%
800
75
$41K 0.02%
275
1 2
3
4 5