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
$191M
AUM Growth
-$648K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.65M
3
+$1.63M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$645K
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$623K

Top Sells

1
+$1.82M
2
+$291K
3
+$78.1K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$66.3K
5
TSLA icon
Tesla
TSLA
+$60.6K

Sector Composition

1 Financials 11.16%
2 Technology 2.24%
3 Industrials 0.54%
4 Consumer Discretionary 0.4%
5 Real Estate 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$18.8K 0.01%
85
102
$17.5K 0.01%
391
+36
103
$16.7K 0.01%
228
104
$16.4K 0.01%
286
105
$16.3K 0.01%
101
106
$15.8K 0.01%
220
107
$15.2K 0.01%
144
-102
108
$14.3K 0.01%
268
-236
109
$13.6K 0.01%
169
110
$13.1K 0.01%
815
111
$12.1K 0.01%
220
112
$12.1K 0.01%
76
113
$12K 0.01%
+121
114
$11.7K 0.01%
516
115
$11.3K 0.01%
335
-169
116
$11.1K 0.01%
200
117
$11.1K 0.01%
+126
118
$11K 0.01%
48
-116
119
$10.7K 0.01%
21
120
$10.5K 0.01%
+414
121
$10.3K 0.01%
39
122
$9.96K 0.01%
+237
123
$9.94K 0.01%
+480
124
$9.92K 0.01%
148
-346
125
$9.78K 0.01%
+394
3 4
5
6 7