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
176
$7.02K ﹤0.01%
51
177
$6.97K ﹤0.01%
133
-54
178
$6.93K ﹤0.01%
557
179
$6.74K ﹤0.01%
34
-32
180
$6.55K ﹤0.01%
+83
181
$6.32K ﹤0.01%
32
182
$6.29K ﹤0.01%
247
183
$6.27K ﹤0.01%
200
184
$6.26K ﹤0.01%
100
185
$6.09K ﹤0.01%
36
186
$5.81K ﹤0.01%
25
187
$5.68K ﹤0.01%
66
188
$5.55K ﹤0.01%
68
189
$5.44K ﹤0.01%
15
-10
190
$5.31K ﹤0.01%
+1,000
191
$5.18K ﹤0.01%
319
+8
192
$4.54K ﹤0.01%
50
193
$4.45K ﹤0.01%
1,000
194
$4.36K ﹤0.01%
372
195
$4.12K ﹤0.01%
136
196
$4.04K ﹤0.01%
20
197
$4K ﹤0.01%
308
198
$3.86K ﹤0.01%
+25
199
$3.81K ﹤0.01%
+100
200
$3.47K ﹤0.01%
100
6 7
8
9 10