DFA
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DHJJ Financial Advisors’s Boeing BA Stock Holding History

DHJJ Financial Advisors’s Portfolio BA Stock Details BA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$83.2K Hold
418
– – 0.03% 311
2025
Q4 		$90.8K Buy
418
+79
+23% +$16.2K 0.03% 289
2025
Q3 		$73.2K Hold
339
– – 0.02% 304
2025
Q2 		$71K Hold
339
– – 0.03% 295
2025
Q1 		$57.8K Sell
339
-19
-5% -$3.29K 0.02% 300
2024
Q4 		$63.4K Sell
358
-50
-12% -$7.85K 0.02% 271
2024
Q3 		$62K Sell
408
-41
-9% -$7.03K 0.02% 266
2024
Q2 		$81.7K Buy
449
+36
+9% +$6.42K 0.03% 225
2024
Q1 		$79.7K Hold
413
– – 0.04% 217
2023
Q4 		$108K Hold
413
– – 0.05% 189
2023
Q3 		$79.2K Buy
+413
New +$90.4K 0.04% 205

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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VCM
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State Street
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Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return