DFA
PSMJ icon

DHJJ Financial Advisors’s Pacer Swan SOS Moderate July ETF PSMJ Stock Holding History

DHJJ Financial Advisors’s Portfolio PSMJ Stock Details PSMJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.59K Hold
50
– – ﹤0.01% 764
2025
Q4 		$1.61K Hold
50
– – ﹤0.01% 732
2025
Q3 		$1.58K Hold
50
– – ﹤0.01% 708
2025
Q2 		$1.52K Hold
50
– – ﹤0.01% 698
2025
Q1 		$1.39K Hold
50
– – ﹤0.01% 661
2024
Q4 		$1.42K Hold
50
– – ﹤0.01% 632
2024
Q3 		$1.4K Hold
50
– – ﹤0.01% 614
2024
Q2 		$1.34K Hold
50
– – ﹤0.01% 576
2024
Q1 		$1.31K Hold
50
– – ﹤0.01% 565
2023
Q4 		$1.25K Hold
50
– – ﹤0.01% 563
2023
Q3 		$1.16K Buy
+50
New +$1.19K ﹤0.01% 569

Other funds holding PSMJ

Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return