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
126
$19.9K 0.01%
101
127
$19.9K 0.01%
355
128
$19.5K 0.01%
+840
129
$19.4K 0.01%
213
130
$19.1K 0.01%
220
131
$18.6K 0.01%
268
132
$17.4K 0.01%
21
+5
133
$16K ﹤0.01%
89
134
$15.7K ﹤0.01%
148
135
$15.4K ﹤0.01%
81
136
$14.6K ﹤0.01%
400
137
$14.3K ﹤0.01%
+517
138
$13.9K ﹤0.01%
220
139
$13.9K ﹤0.01%
126
140
$13.8K ﹤0.01%
51
141
$13.3K ﹤0.01%
935
142
$13.2K ﹤0.01%
100
143
$13.2K ﹤0.01%
111
144
$13.1K ﹤0.01%
155
+10
145
$12.9K ﹤0.01%
237
146
$12.8K ﹤0.01%
64
-137
147
$12.7K ﹤0.01%
335
148
$12.7K ﹤0.01%
144
149
$12.1K ﹤0.01%
532
150
$12K ﹤0.01%
200
4 5
6
7 8