DFA

DHJJ Financial Advisors Portfolio holdings

AUM $295M
1-Year Est. Return 12.2%
This Quarter Est. Return
1 Year Est. Return
+12.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$248M
AUM Growth
-$8.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
939
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$399K
3
+$280K
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$275K
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$256K

Top Sells

1
+$434K
2
+$391K
3
+$377K
4
TSLA icon
Tesla
TSLA
+$369K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$342K

Sector Composition

1 Technology 1.93%
2 Industrials 1.89%
3 Financials 1.18%
4 Consumer Discretionary 1.17%
5 Healthcare 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$78.8K 0.03%
1,888
252
$78.8K 0.03%
304
-1,423
253
$78.7K 0.03%
1,875
-300
254
$78.6K 0.03%
+3,174
255
$78.1K 0.03%
3,407
+200
256
$77.8K 0.03%
1,260
257
$77.4K 0.03%
1,950
-510
258
$77.2K 0.03%
712
+372
259
$76.8K 0.03%
1,985
260
$76.4K 0.03%
2,880
261
$76.1K 0.03%
1,250
262
$75.8K 0.03%
2,685
263
$75.5K 0.03%
215
264
$74.8K 0.03%
143
+18
265
$74.8K 0.03%
2,541
266
$73.6K 0.03%
2,442
267
$72.9K 0.03%
2,780
268
$72.3K 0.03%
417
+224
269
$71.3K 0.03%
383
-46
270
$70.9K 0.03%
1,887
271
$70.3K 0.03%
736
272
$70.2K 0.03%
290
273
$68.9K 0.03%
221
-15
274
$68.4K 0.03%
2,809
275
$68.1K 0.03%
407
9 10
11
12 13