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
$298M
AUM Growth
+$47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$6.93M
3
+$2.95M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.93M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.41M

Top Sells

1
+$2.03M
2
+$131K
3
+$128K
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$52.6K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$40.9K

Sector Composition

1 Financials 7.95%
2 Technology 2.24%
3 Consumer Discretionary 0.73%
4 Industrials 0.4%
5 Communication Services 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$11.3K ﹤0.01%
900
152
$10.9K ﹤0.01%
700
-600
153
$10.6K ﹤0.01%
600
154
$10.4K ﹤0.01%
110
155
$10.1K ﹤0.01%
187
156
$10.1K ﹤0.01%
80
157
$9.57K ﹤0.01%
128
158
$8.75K ﹤0.01%
66
159
$8.65K ﹤0.01%
25
160
$8.56K ﹤0.01%
23
161
$8.45K ﹤0.01%
23
162
$8.34K ﹤0.01%
700
163
$8.3K ﹤0.01%
200
164
$8.25K ﹤0.01%
200
165
$8.24K ﹤0.01%
306
-2
166
$8.1K ﹤0.01%
200
167
$7.76K ﹤0.01%
1,348
168
$7.71K ﹤0.01%
17
169
$7.63K ﹤0.01%
51
170
$7.46K ﹤0.01%
108
171
$7.32K ﹤0.01%
100
172
$6.72K ﹤0.01%
557
173
$6.05K ﹤0.01%
36
-10
174
$6.05K ﹤0.01%
200
175
$5.77K ﹤0.01%
200
5 6
7
8 9