DFA
TBIL

DHJJ Financial Advisors’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

DHJJ Financial Advisors’s Portfolio TBIL Stock Details TBIL 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% 1033
2025
Q4 		$108 Hold
2
– – ﹤0.01% 990
2025
Q3 		$108 Hold
2
– – ﹤0.01% 958
2025
Q2 		$107 Hold
2
– – ﹤0.01% 931
2025
Q1 		$105 Hold
2
– – ﹤0.01% 888
2024
Q4 		$104 Hold
2
– – ﹤0.01% 852
2024
Q3 		$103 Hold
2
– – ﹤0.01% 837
2024
Q2 		$102 Hold
2
– – ﹤0.01% 792
2024
Q1 		$101 Hold
2
– – ﹤0.01% 777
2023
Q4 		$100 Hold
2
– – ﹤0.01% 768
2023
Q3 		$101 Buy
+2
New +$100 ﹤0.01% 764

Other funds holding TBIL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
OWP
Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return