DFA
BL icon

DHJJ Financial Advisors’s BlackLine BL Stock Holding History

DHJJ Financial Advisors’s Portfolio BL Stock Details BL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.03K Sell
109
-27
-20% -$1.16K ﹤0.01% 681
2025
Q4 		$7.52K Hold
136
– – ﹤0.01% 596
2025
Q3 		$7.22K Hold
136
– – ﹤0.01% 582
2025
Q2 		$7.7K Hold
136
– – ﹤0.01% 571
2025
Q1 		$6.59K Hold
136
– – ﹤0.01% 546
2024
Q4 		$8.26K Hold
136
– – ﹤0.01% 514
2024
Q3 		$7.5K Hold
136
– – ﹤0.01% 520
2024
Q2 		$6.59K Sell
136
-20
-13% -$1.1K ﹤0.01% 493
2024
Q1 		$10.1K Hold
156
– – ﹤0.01% 449
2023
Q4 		$9.74K Hold
156
– – ﹤0.01% 446
2023
Q3 		$8.65K Buy
+156
New +$8.54K ﹤0.01% 448

Other funds holding BL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
FP
Fivespan Partners San Francisco, California $377M AUM
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return