DFA
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DHJJ Financial Advisors’s Boston Beer SAM Stock Holding History

DHJJ Financial Advisors’s Portfolio SAM Stock Details SAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$231 Hold
1
– – ﹤0.01% 985
2025
Q4 		$196 Hold
1
– – ﹤0.01% 953
2025
Q3 		$212 Hold
1
– – ﹤0.01% 913
2025
Q2 		$191 Hold
1
– – ﹤0.01% 895
2025
Q1 		$239 Hold
1
– – ﹤0.01% 828
2024
Q4 		$300 Hold
1
– – ﹤0.01% 776
2024
Q3 		$290 Hold
1
– – ﹤0.01% 761
2024
Q2 		$306 Hold
1
– – ﹤0.01% 701
2024
Q1 		$305 Hold
1
– – ﹤0.01% 692
2023
Q4 		$346 Hold
1
– – ﹤0.01% 668
2023
Q3 		$390 Buy
+1
New +$350 ﹤0.01% 649

Other funds holding SAM

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AQR Capital Management
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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return