DF

DecisionPoint Financial Portfolio holdings

AUM $429M
1-Year Est. Return 9.45%
This Quarter Est. Return
1 Year Est. Return
+9.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$345M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$6.45M
2
+$3.72M
3
+$1.79M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.71M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.65M

Top Sells

1
+$570K
2
+$412K
3
+$282K
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$230K
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$105K

Sector Composition

1 Financials 6.31%
2 Technology 2.1%
3 Consumer Discretionary 0.74%
4 Industrials 0.37%
5 Communication Services 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$113K 0.03%
805
52
$110K 0.03%
1,504
+840
53
$108K 0.03%
1,500
54
$105K 0.03%
1,000
55
$96.3K 0.03%
5,841
56
$95.8K 0.03%
1,392
-136
57
$93.6K 0.03%
2,750
58
$91.7K 0.03%
465
59
$91.1K 0.03%
1,000
60
$89.8K 0.03%
1,000
61
$89.6K 0.03%
750
62
$82.6K 0.02%
1,000
63
$82.1K 0.02%
135
64
$81.2K 0.02%
520
-25
65
$73.7K 0.02%
16
66
$72.8K 0.02%
2,871
67
$71.6K 0.02%
750
68
$67.5K 0.02%
1,093
+283
69
$61.7K 0.02%
500
70
$61.4K 0.02%
100
71
$60.8K 0.02%
394
72
$56.2K 0.02%
330
73
$55.3K 0.02%
500
74
$55.1K 0.02%
6,781
75
$53.8K 0.02%
+2,719
1 2
3
4 5