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
$233M
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$6.23M
2
+$3.74M
3
+$1.9M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.63M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.56M

Top Sells

1
+$1.01M
2
+$197K
3
+$154K
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$54.7K
5
PTMC icon
Pacer Trendpilot US Mid Cap ETF
PTMC
+$47.7K

Sector Composition

1 Financials 10.64%
2 Technology 2.35%
3 Consumer Discretionary 0.83%
4 Industrials 0.44%
5 Real Estate 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$85.7K 0.04%
177
52
$84.1K 0.04%
1,092
53
$83.5K 0.04%
1,000
54
$81.4K 0.03%
1,000
55
$81.1K 0.03%
465
56
$80.7K 0.03%
5,841
57
$79.8K 0.03%
2,771
-14
58
$79K 0.03%
1,000
59
$78.2K 0.03%
2,034
60
$75.1K 0.03%
1,597
61
$71.6K 0.03%
538
+38
62
$69.5K 0.03%
640
-27
63
$65.9K 0.03%
625
64
$62.5K 0.03%
100
65
$62.2K 0.03%
135
66
$59.4K 0.03%
1,157
67
$58.4K 0.03%
750
68
$54.6K 0.02%
2,215
69
$54.5K 0.02%
836
70
$51K 0.02%
5,647
71
$51K 0.02%
300
-27
72
$50.9K 0.02%
+952
73
$48.8K 0.02%
664
74
$48.7K 0.02%
800
75
$48.6K 0.02%
310
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3
4 5