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
$298M
AUM Growth
+$47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$6.93M
3
+$2.95M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.93M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.41M

Top Sells

1
+$2.03M
2
+$131K
3
+$128K
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$52.6K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$40.9K

Sector Composition

1 Financials 7.95%
2 Technology 2.24%
3 Consumer Discretionary 0.73%
4 Industrials 0.4%
5 Communication Services 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.83K ﹤0.01%
160
202
$2.83K ﹤0.01%
100
203
$2.69K ﹤0.01%
52
204
$2.62K ﹤0.01%
10
205
$2.52K ﹤0.01%
13
206
$2.51K ﹤0.01%
4
207
$2.24K ﹤0.01%
33
208
$2.22K ﹤0.01%
54
209
$2.19K ﹤0.01%
125
210
$2.15K ﹤0.01%
67
211
$2.03K ﹤0.01%
55
212
$1.91K ﹤0.01%
9
213
$1.83K ﹤0.01%
28
214
$1.69K ﹤0.01%
26
215
$1.67K ﹤0.01%
100
216
$1.64K ﹤0.01%
5
217
$1.64K ﹤0.01%
38
218
$1.55K ﹤0.01%
6
219
$1.51K ﹤0.01%
1,000
220
$1.32K ﹤0.01%
17
-3
221
$1.29K ﹤0.01%
247
222
$1.11K ﹤0.01%
28
223
$1.1K ﹤0.01%
2
224
$1.1K ﹤0.01%
56
225
$889 ﹤0.01%
42
7 8
9
10 11