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
151
$11.7K ﹤0.01%
39
152
$11.5K ﹤0.01%
410
153
$11.4K ﹤0.01%
110
154
$10.8K ﹤0.01%
23
155
$10.4K ﹤0.01%
200
156
$10.3K ﹤0.01%
306
157
$10K ﹤0.01%
1,000
158
$9.85K ﹤0.01%
21
159
$9.68K ﹤0.01%
128
160
$8.94K ﹤0.01%
80
161
$8.53K ﹤0.01%
23
162
$7.92K ﹤0.01%
17
163
$7.45K ﹤0.01%
51
164
$7.39K ﹤0.01%
108
165
$7.12K ﹤0.01%
+200
166
$6.78K ﹤0.01%
1,348
167
$6.65K ﹤0.01%
83
168
$6.58K ﹤0.01%
+245
169
$6.33K ﹤0.01%
34
170
$6.32K ﹤0.01%
64
171
$6.22K ﹤0.01%
36
172
$5.83K ﹤0.01%
100
-100
173
$5.31K ﹤0.01%
32
174
$5.16K ﹤0.01%
25
175
$5.07K ﹤0.01%
372
5 6
7
8 9