DFA
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DHJJ Financial Advisors’s SLB Ltd SLB Stock Holding History

DHJJ Financial Advisors’s Portfolio SLB Stock Details SLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.54K Hold
30
– – ﹤0.01% 766
2025
Q4 		$1.15K Hold
30
– – ﹤0.01% 765
2025
Q3 		$1.03K Hold
30
– – ﹤0.01% 755
2025
Q2 		$1.01K Hold
30
– – ﹤0.01% 735
2025
Q1 		$1.25K Hold
30
– – ﹤0.01% 670
2024
Q4 		$1.15K Hold
30
– – ﹤0.01% 647
2024
Q3 		$1.26K Hold
30
– – ﹤0.01% 625
2024
Q2 		$1.42K Hold
30
– – ﹤0.01% 574
2024
Q1 		$1.65K Hold
30
– – ﹤0.01% 555
2023
Q4 		$1.56K Hold
30
– – ﹤0.01% 555
2023
Q3 		$1.75K Buy
+30
New +$1.74K ﹤0.01% 553

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VCM
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State Street
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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return