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
201
$2.29K ﹤0.01%
+127
202
$2.29K ﹤0.01%
100
203
$2.28K ﹤0.01%
54
204
$2.26K ﹤0.01%
125
205
$2.25K ﹤0.01%
100
206
$2.16K ﹤0.01%
+47
207
$2.13K ﹤0.01%
33
208
$2.1K ﹤0.01%
+43
209
$2.07K ﹤0.01%
67
210
$2.06K ﹤0.01%
1,224
+9
211
$2K ﹤0.01%
5
212
$1.95K ﹤0.01%
100
213
$1.83K ﹤0.01%
55
214
$1.66K ﹤0.01%
38
215
$1.65K ﹤0.01%
26
216
$1.61K ﹤0.01%
6
217
$1.59K ﹤0.01%
+2
218
$1.37K ﹤0.01%
157
-400
219
$1.36K ﹤0.01%
+70
220
$1.31K ﹤0.01%
9
221
$1.31K ﹤0.01%
+20
222
$1.14K ﹤0.01%
27
223
$1.12K ﹤0.01%
+5
224
$1.01K ﹤0.01%
+9
225
$937 ﹤0.01%
170
7 8
9
10 11