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
176
$5.06K ﹤0.01%
15
-59
177
$5.02K ﹤0.01%
68
178
$5K ﹤0.01%
18
-74
179
$4.95K ﹤0.01%
15
180
$4.63K ﹤0.01%
20
181
$4.6K ﹤0.01%
328
+9
182
$4.58K ﹤0.01%
66
183
$4.42K ﹤0.01%
247
184
$4.2K ﹤0.01%
308
185
$4.17K ﹤0.01%
136
186
$4.06K ﹤0.01%
160
187
$3.92K ﹤0.01%
1,000
188
$3.79K ﹤0.01%
100
189
$3.65K ﹤0.01%
25
190
$3.2K ﹤0.01%
100
191
$3.14K ﹤0.01%
126
192
$2.97K ﹤0.01%
100
193
$2.93K ﹤0.01%
52
194
$2.86K ﹤0.01%
1,000
195
$2.7K ﹤0.01%
1,728
+10
196
$2.65K ﹤0.01%
4
197
$2.52K ﹤0.01%
100
198
$2.52K ﹤0.01%
10
199
$2.45K ﹤0.01%
135
200
$2.29K ﹤0.01%
13
6 7
8
9 10