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
101
$31.5K 0.01%
200
102
$31.3K 0.01%
612
103
$31K 0.01%
2,022
104
$30.8K 0.01%
505
105
$29.2K 0.01%
1,000
106
$29.1K 0.01%
220
107
$27.6K 0.01%
1,025
+3
108
$26.4K 0.01%
705
109
$25.5K 0.01%
466
110
$25.2K 0.01%
200
111
$25.1K 0.01%
350
112
$24.6K 0.01%
910
113
$24.6K 0.01%
265
114
$24.5K 0.01%
564
115
$24.5K 0.01%
420
116
$23.6K 0.01%
180
-63
117
$23.1K 0.01%
486
118
$22.5K 0.01%
87
-38
119
$22.4K 0.01%
214
-11
120
$21.6K 0.01%
394
121
$20.8K 0.01%
607
+137
122
$20.6K 0.01%
102
123
$20.5K 0.01%
100
124
$20.4K 0.01%
229
125
$20.2K 0.01%
169
3 4
5
6 7