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
126
$9.73K 0.01%
+408
127
$9.69K 0.01%
+420
128
$9.13K ﹤0.01%
17
129
$9.1K ﹤0.01%
133
130
$9.09K ﹤0.01%
81
131
$8.84K ﹤0.01%
110
132
$8.68K ﹤0.01%
23
133
$8.59K ﹤0.01%
+375
134
$8.31K ﹤0.01%
100
135
$8.28K ﹤0.01%
306
136
$8.05K ﹤0.01%
35
137
$7.9K ﹤0.01%
166
138
$7.85K ﹤0.01%
+384
139
$7.17K ﹤0.01%
20
+9
140
$7.03K ﹤0.01%
60
141
$6.83K ﹤0.01%
25
142
$6.57K ﹤0.01%
51
143
$6.41K ﹤0.01%
+463
144
$6.34K ﹤0.01%
46
145
$6.26K ﹤0.01%
23
146
$6.14K ﹤0.01%
20
147
$5.84K ﹤0.01%
108
148
$5.74K ﹤0.01%
33
149
$5.64K ﹤0.01%
+145
150
$5.57K ﹤0.01%
1,348
4 5
6
7 8