DFA
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DHJJ Financial Advisors’s Capital Southwest CSWC Stock Holding History

DHJJ Financial Advisors’s Portfolio CSWC Stock Details CSWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$119 Hold
5
– – ﹤0.01% 1033
2026
Q1 		$111 Hold
5
– – ﹤0.01% 1029
2025
Q4 		$111 Hold
5
– – ﹤0.01% 987
2025
Q3 		$110 Hold
5
– – ﹤0.01% 954
2025
Q2 		$111 Hold
5
– – ﹤0.01% 929
2025
Q1 		$112 Hold
5
– – ﹤0.01% 882
2024
Q4 		$110 Buy
+5
New +$118 ﹤0.01% 846

Other funds holding CSWC

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

DHJJ Financial Advisors's CSWC Position: Q2 2026 in Review

DHJJ Financial Advisors held its Capital Southwest (CSWC) position steady in Q2 2026 at 5 shares worth $119. The position accounts for ﹤0.01% of the portfolio, ranked #1033.

DHJJ Financial Advisors first reported a position in CSWC in Q4 2024 and has held it in 7 quarters since. 190 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • DHJJ Financial Advisors held 5 shares of Capital Southwest worth $119 as of Q2 2026.
  • DHJJ Financial Advisors left its Capital Southwest share count unchanged in Q2 2026.
  • Capital Southwest made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #1033 holding.
  • DHJJ Financial Advisors first reported a position in Capital Southwest in Q4 2024 and has held it in 7 quarters since.
  • 190 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.