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
$327M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$4.61M
3
+$1.78M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.44M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.21M

Top Sells

1
+$752K
2
+$538K
3
+$78K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$68.9K
5
CVS icon
CVS Health
CVS
+$62.9K

Sector Composition

1 Financials 6.88%
2 Technology 2.46%
3 Consumer Discretionary 0.9%
4 Industrials 0.37%
5 Communication Services 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$11.7K ﹤0.01%
39
152
$11.6K ﹤0.01%
200
153
$11.4K ﹤0.01%
237
154
$11K ﹤0.01%
145
155
$10.9K ﹤0.01%
144
156
$10.7K ﹤0.01%
21
+10
157
$10.7K ﹤0.01%
532
158
$10.6K ﹤0.01%
700
159
$10.5K ﹤0.01%
200
160
$10.3K ﹤0.01%
306
161
$10.2K ﹤0.01%
110
162
$10.2K ﹤0.01%
600
163
$9.9K ﹤0.01%
+1,000
164
$9.75K ﹤0.01%
23
165
$9.63K ﹤0.01%
200
166
$9.44K ﹤0.01%
23
167
$9.3K ﹤0.01%
700
168
$9K ﹤0.01%
128
169
$8.67K ﹤0.01%
1,348
170
$8.46K ﹤0.01%
80
171
$8K ﹤0.01%
200
172
$7.59K ﹤0.01%
108
173
$7.51K ﹤0.01%
200
174
$7.13K ﹤0.01%
64
+5
175
$7.12K ﹤0.01%
17
5 6
7
8 9