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
201
$3.4K ﹤0.01%
126
202
$3.39K ﹤0.01%
160
203
$3.37K ﹤0.01%
1,718
+9
204
$3.29K ﹤0.01%
52
205
$3.26K ﹤0.01%
25
206
$2.94K ﹤0.01%
+100
207
$2.92K ﹤0.01%
100
208
$2.92K ﹤0.01%
+100
209
$2.9K ﹤0.01%
1,215
+7
210
$2.8K ﹤0.01%
10
211
$2.77K ﹤0.01%
4
212
$2.68K ﹤0.01%
100
213
$2.65K ﹤0.01%
15
214
$2.53K ﹤0.01%
13
215
$2.49K ﹤0.01%
100
216
$2.45K ﹤0.01%
+135
217
$2.43K ﹤0.01%
125
218
$2.42K ﹤0.01%
100
219
$2.4K ﹤0.01%
+100
220
$2.3K ﹤0.01%
38
221
$2.09K ﹤0.01%
28
222
$2.05K ﹤0.01%
55
223
$2.01K ﹤0.01%
6
224
$1.84K ﹤0.01%
54
225
$1.83K ﹤0.01%
67
7 8
9
10 11