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
276
$82.7K 0.03%
1,950
277
$82.5K 0.03%
3,174
278
$82.4K 0.03%
453
+36
279
$81.4K 0.03%
736
280
$81.4K 0.03%
2,043
-170
281
$81.4K 0.03%
+200
282
$81.2K 0.03%
11
283
$79.4K 0.03%
+1,342
284
$78.7K 0.03%
2,442
285
$76.6K 0.03%
241
-63
286
$76.5K 0.03%
215
287
$76.3K 0.03%
3,177
-230
288
$76.1K 0.03%
2,525
-160
289
$75.2K 0.03%
821
-5
290
$73.6K 0.03%
378
-5
291
$72.3K 0.03%
+2,311
292
$71.9K 0.03%
1,564
293
$71.6K 0.03%
2,809
294
$71.5K 0.03%
290
295
$71K 0.03%
339
296
$70.9K 0.03%
134
+35
297
$70.8K 0.03%
389
298
$70.6K 0.03%
1,250
299
$70.4K 0.03%
2,497
300
$68.5K 0.02%
2,750
10 11
12
13 14