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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
BSV icon
76
Vanguard Short-Term Bond ETF
BSV
$45.1B
$69.9K 0.02%
891
IWM icon
77
iShares Russell 2000 ETF
IWM
$80.9B
$66.2K 0.01%
267
DFEV icon
78
Dimensional Emerging Markets Value ETF
DFEV
$2.01B
$65.6K 0.01%
1,834
+1
SHOP icon
79
Shopify
SHOP
$140B
$64.5K 0.01%
544
-69
DFSD icon
80
Dimensional Short-Duration Fixed Income ETF
DFSD
$6.8B
$64.4K 0.01%
1,346
+860
BNDW icon
81
Vanguard Total World Bond ETF
BNDW
$1.88B
$64.2K 0.01%
939
VTV icon
82
Vanguard Value ETF
VTV
$183B
$61.4K 0.01%
313
EFA icon
83
iShares MSCI EAFE ETF
EFA
$77.5B
$59.8K 0.01%
616
SPMD icon
84
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$17.9B
$57K 0.01%
963
+211
ED icon
85
Consolidated Edison
ED
$39.7B
$56.8K 0.01%
502
XLE icon
86
State Street Energy Select Sector SPDR ETF
XLE
$39.3B
$56.4K 0.01%
920
-468
DUSB icon
87
Dimensional Ultrashort Fixed Income ETF
DUSB
$2.1B
$55.3K 0.01%
+1,091
PHO icon
88
Invesco Water Resources ETF
PHO
$2B
$53.5K 0.01%
800
AFIF icon
89
Anfield Universal Fixed Income ETF
AFIF
$224M
$52.6K 0.01%
5,647
GLD icon
90
SPDR Gold Trust
GLD
$139B
$52.1K 0.01%
121
+4
FDX icon
91
FedEx
FDX
$80.7B
$51.3K 0.01%
144
SPY icon
92
State Street SPDR S&P 500 ETF Trust
SPY
$774B
$49.4K 0.01%
76
+44
RTX icon
93
RTX Corp
RTX
$247B
$47.3K 0.01%
245
-41
SOUN icon
94
SoundHound AI
SOUN
$2.99B
$46.6K 0.01%
6,781
GD icon
95
General Dynamics
GD
$97.4B
$44.4K 0.01%
129
SCHM icon
96
Schwab US Mid-Cap ETF
SCHM
$14.9B
$44.2K 0.01%
1,426
+3
IJR icon
97
iShares Core S&P Small-Cap ETF
IJR
$107B
$43K 0.01%
346
SPYV icon
98
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$35.4B
$42.4K 0.01%
750
+406
XLI icon
99
State Street Industrial Select Sector SPDR ETF
XLI
$30.8B
$41.2K 0.01%
255
+75
TSLA icon
100
Tesla
TSLA
$1.53T
$40.1K 0.01%
108
2 3
4
5 6