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
151
$5.5K ﹤0.01%
16
152
$5.38K ﹤0.01%
19
153
$5.38K ﹤0.01%
57
154
$5.36K ﹤0.01%
+132
155
$5.22K ﹤0.01%
35
156
$5.14K ﹤0.01%
27
157
$5.11K ﹤0.01%
13
+2
158
$4.89K ﹤0.01%
76
159
$4.76K ﹤0.01%
68
160
$4.22K ﹤0.01%
16
161
$4.1K ﹤0.01%
25
162
$3.97K ﹤0.01%
49
163
$3.95K ﹤0.01%
+310
164
$3.92K ﹤0.01%
+78
165
$3.86K ﹤0.01%
56
166
$3.35K ﹤0.01%
9
167
$3.29K ﹤0.01%
14
168
$3.27K ﹤0.01%
36
169
$3.24K ﹤0.01%
1,187
170
$3.15K ﹤0.01%
36
171
$3.05K ﹤0.01%
20
172
$2.91K ﹤0.01%
30
173
$2.79K ﹤0.01%
5
174
$2.78K ﹤0.01%
32
175
$2.64K ﹤0.01%
160
5 6
7
8 9