DFA

DHJJ Financial Advisors Portfolio holdings

AUM $302M
1-Year Est. Return 16.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$277M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
996
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.04M
3
+$392K
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$377K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$371K

Top Sells

1
+$340K
2
+$242K
3
+$182K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$153K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$132K

Sector Composition

1 Technology 3.06%
2 Industrials 1.95%
3 Financials 1.23%
4 Consumer Discretionary 1.15%
5 Healthcare 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$118K 0.04%
5,531
+40
227
$117K 0.04%
2,849
+51
228
$116K 0.04%
478
229
$116K 0.04%
1,271
-175
230
$115K 0.04%
3,523
+618
231
$114K 0.04%
2,733
+5
232
$114K 0.04%
+1,000
233
$113K 0.04%
1,778
234
$112K 0.04%
1,294
+27
235
$112K 0.04%
960
+524
236
$111K 0.04%
240
+239
237
$111K 0.04%
4,015
+40
238
$111K 0.04%
2,891
+1,004
239
$110K 0.04%
+403
240
$110K 0.04%
4,495
-300
241
$108K 0.04%
152
242
$107K 0.04%
2,173
-385
243
$105K 0.04%
1,753
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244
$105K 0.04%
5,037
+497
245
$105K 0.04%
3,700
246
$102K 0.04%
2,855
247
$102K 0.04%
750
248
$102K 0.04%
1,516
249
$102K 0.04%
1,392
+1,333
250
$102K 0.04%
3,549
-40
8 9
10
11 12