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
151
$1.77K ﹤0.01%
+627
152
$1.75K ﹤0.01%
+157
153
$1.55K ﹤0.01%
+62
154
$1.5K ﹤0.01%
+5
155
$1.4K ﹤0.01%
+10
156
$1.4K ﹤0.01%
+3
157
$1.35K ﹤0.01%
+54
158
$1.32K ﹤0.01%
+6
159
$1.25K ﹤0.01%
+38
160
$1.06K ﹤0.01%
+8
161
$962 ﹤0.01%
+3
162
$953 ﹤0.01%
+5
163
$931 ﹤0.01%
+145
164
$801 ﹤0.01%
+22
165
$627 ﹤0.01%
+55
166
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+2
167
$457 ﹤0.01%
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+9
169
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+5
170
$389 ﹤0.01%
+5
171
$309 ﹤0.01%
+5
172
$302 ﹤0.01%
+5
173
$299 ﹤0.01%
+5
174
$274 ﹤0.01%
+2
175
$269 ﹤0.01%
+54
4 5 6
7
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