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
126
$3.47K ﹤0.01%
+14
127
$3.38K ﹤0.01%
+36
128
$3.29K ﹤0.01%
+30
129
$3.14K ﹤0.01%
+20
130
$3.11K ﹤0.01%
+25
131
$3.06K ﹤0.01%
+8
132
$2.94K ﹤0.01%
+9
133
$2.93K ﹤0.01%
+11
134
$2.92K ﹤0.01%
+96
135
$2.92K ﹤0.01%
+6
136
$2.83K ﹤0.01%
+4
137
$2.5K ﹤0.01%
+14
138
$2.46K ﹤0.01%
+4
139
$2.44K ﹤0.01%
+160
140
$2.44K ﹤0.01%
+36
141
$2.38K ﹤0.01%
+32
142
$2.34K ﹤0.01%
+25
143
$2.32K ﹤0.01%
+10
144
$2.19K ﹤0.01%
+4
145
$2.12K ﹤0.01%
+31
146
$2.11K ﹤0.01%
+62
147
$2.09K ﹤0.01%
+6
148
$1.95K ﹤0.01%
+15
149
$1.94K ﹤0.01%
+5
150
$1.78K ﹤0.01%
+13
4 5
6
7 8