DFS

Dixon Fnancial Services Portfolio holdings

AUM $220M
1-Year Est. Return 16.3%
This Quarter Est. Return
1 Year Est. Return
+16.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
+$6.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$305K
2 +$209K
3 +$200K
4
AAPL icon
Apple
AAPL
+$22.7K
5
AMZN icon
Amazon
AMZN
+$21.2K

Top Sells

1 +$380K
2 +$233K
3 +$200K
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$184K
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$76.4K

Sector Composition

1 Technology 3.24%
2 Consumer Discretionary 1.38%
3 Financials 1.35%
4 Healthcare 0.82%
5 Energy 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-6,137