DFA
XYZ

DHJJ Financial Advisors’s Block Inc XYZ Stock Holding History

DHJJ Financial Advisors’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$301 Hold
5
– – ﹤0.01% 952
2025
Q4 		$326 Hold
5
– – ﹤0.01% 902
2025
Q3 		$362 Hold
5
– – ﹤0.01% 859
2025
Q2 		$340 Hold
5
– – ﹤0.01% 842
2025
Q1 		$272 Hold
5
– – ﹤0.01% 816
2024
Q4 		$425 Hold
5
– – ﹤0.01% 740
2024
Q3 		$336 Hold
5
– – ﹤0.01% 745
2024
Q2 		$323 Hold
5
– – ﹤0.01% 697
2024
Q1 		$423 Hold
5
– – ﹤0.01% 664
2023
Q4 		$387 Hold
5
– – ﹤0.01% 657
2023
Q3 		$222 Buy
+5
New +$310 ﹤0.01% 704

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Ameriprise
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