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
176
$2.59K ﹤0.01%
4
177
$2.56K ﹤0.01%
126
178
$2.54K ﹤0.01%
+21
179
$2.53K ﹤0.01%
+94
180
$2.45K ﹤0.01%
6
181
$2.44K ﹤0.01%
+41
182
$2.41K ﹤0.01%
12
183
$2.39K ﹤0.01%
26
184
$2.39K ﹤0.01%
+17
185
$2.38K ﹤0.01%
6
186
$2.35K ﹤0.01%
4
187
$2.34K ﹤0.01%
13
188
$2.32K ﹤0.01%
145
189
$2.27K ﹤0.01%
+44
190
$2.23K ﹤0.01%
+19
191
$2.18K ﹤0.01%
+48
192
$2.15K ﹤0.01%
+8
193
$2.14K ﹤0.01%
10
194
$2.09K ﹤0.01%
14
195
$2.01K ﹤0.01%
25
196
$1.99K ﹤0.01%
+19
197
$1.97K ﹤0.01%
+15
198
$1.94K ﹤0.01%
+117
199
$1.92K ﹤0.01%
+62
200
$1.92K ﹤0.01%
+25
6 7
8
9 10