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
$165M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$31.1M
2
+$30.2M
3
+$25.4M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$14.4M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$14.2M

Top Sells

No sells this quarter

Sector Composition

1 Financials 18.65%
2 Technology 2.12%
3 Industrials 0.49%
4 Real Estate 0.47%
5 Healthcare 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$8.62K 0.01%
+110
102
$7.75K ﹤0.01%
+166
103
$7.61K ﹤0.01%
+1,616
104
$7.27K ﹤0.01%
+35
105
$7.1K ﹤0.01%
+1,348
106
$7.07K ﹤0.01%
+21
107
$6.22K ﹤0.01%
+17
108
$5.99K ﹤0.01%
+25
109
$5.86K ﹤0.01%
+19
110
$5.66K ﹤0.01%
+35
111
$5.59K ﹤0.01%
+100
112
$5.48K ﹤0.01%
+108
113
$5.39K ﹤0.01%
+57
114
$5.38K ﹤0.01%
+16
115
$5.34K ﹤0.01%
+20
116
$4.92K ﹤0.01%
+31
117
$4.84K ﹤0.01%
+33
118
$4.61K ﹤0.01%
+68
119
$4.47K ﹤0.01%
+27
120
$4.22K ﹤0.01%
+16
121
$4.19K ﹤0.01%
+60
122
$3.87K ﹤0.01%
+11
123
$3.82K ﹤0.01%
+44
124
$3.8K ﹤0.01%
+126
125
$3.53K ﹤0.01%
+26
3 4
5
6 7