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
76
$53.4K 0.02%
102
77
$53.1K 0.02%
1,825
+2
78
$52K 0.02%
5,647
79
$51.6K 0.02%
800
80
$51.4K 0.01%
310
-45
81
$50.9K 0.01%
1,150
82
$50.6K 0.01%
1,951
83
$50.2K 0.01%
300
84
$50K 0.01%
836
85
$49.8K 0.01%
408
86
$45.3K 0.01%
160
87
$45K 0.01%
300
88
$43.5K 0.01%
500
-300
89
$43K 0.01%
419
90
$42K 0.01%
988
91
$41.1K 0.01%
525
92
$40.7K 0.01%
1,035
93
$40.7K 0.01%
1,000
94
$40.6K 0.01%
640
95
$36.9K 0.01%
1,207
+792
96
$36.6K 0.01%
2,000
97
$34.9K 0.01%
143
98
$34.3K 0.01%
491
99
$32.9K 0.01%
560
100
$31.9K 0.01%
325
2 3
4
5 6