DFA
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DHJJ Financial Advisors’s US Treasury 12 Month Bill ETF OBIL Stock Holding History

DHJJ Financial Advisors’s Portfolio OBIL Stock Details OBIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$108 Hold
2
– – ﹤0.01% 1032
2025
Q4 		$108 Hold
2
– – ﹤0.01% 989
2025
Q3 		$108 Hold
2
– – ﹤0.01% 957
2025
Q2 		$106 Hold
2
– – ﹤0.01% 932
2025
Q1 		$105 Hold
2
– – ﹤0.01% 887
2024
Q4 		$104 Hold
2
– – ﹤0.01% 851
2024
Q3 		$103 Hold
2
– – ﹤0.01% 836
2024
Q2 		$101 Hold
2
– – ﹤0.01% 794
2024
Q1 		$100 Hold
2
– – ﹤0.01% 779
2023
Q4 		$100 Hold
2
– – ﹤0.01% 767
2023
Q3 		$100 Buy
+2
New +$100 ﹤0.01% 765

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Morgan Stanley
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Stifel Financial
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4WM
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EH
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Raymond James Financial
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NFG
Nations Financial Group Cedar Rapids, Iowa $1.94B AUM 25.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return