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
$214M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
828
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 2.46%
2 Technology 1.99%
3 Consumer Discretionary 1.54%
4 Financials 1.25%
5 Healthcare 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$34.4K 0.02%
1,230
+200
302
$34.1K 0.02%
236
303
$34.1K 0.02%
256
304
$34.1K 0.02%
286
305
$33.3K 0.02%
462
306
$32.8K 0.02%
359
307
$32.3K 0.02%
890
308
$32.3K 0.02%
737
-8
309
$32.1K 0.02%
529
310
$31.9K 0.01%
210
311
$31.7K 0.01%
160
312
$31.7K 0.01%
136
-6
313
$31.5K 0.01%
338
314
$30.9K 0.01%
214
315
$30.8K 0.01%
714
316
$30.8K 0.01%
960
317
$30.8K 0.01%
612
318
$30.7K 0.01%
206
319
$30.6K 0.01%
365
+13
320
$30.5K 0.01%
456
321
$30.5K 0.01%
1,385
+535
322
$30.1K 0.01%
220
323
$30K 0.01%
690
324
$30K 0.01%
500
325
$29.9K 0.01%
516