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
301
$57.4K 0.02%
3,178
-144
302
$57.4K 0.02%
2,555
303
$56.8K 0.02%
2,364
304
$55.6K 0.02%
2,030
305
$55.1K 0.02%
2,077
-143
306
$54.8K 0.02%
224
307
$51.9K 0.02%
573
308
$51K 0.02%
854
309
$50.5K 0.02%
161
310
$50.1K 0.02%
700
311
$50.1K 0.02%
2,017
312
$49.3K 0.02%
1,245
313
$49.3K 0.02%
1,308
+255
314
$49.2K 0.02%
289
315
$48.8K 0.02%
211
316
$48.8K 0.02%
197
317
$48.6K 0.02%
409
318
$47.7K 0.02%
1,798
-400
319
$47.7K 0.02%
355
+41
320
$46.4K 0.02%
1,553
321
$45.6K 0.02%
75
322
$45.4K 0.02%
580
323
$45.1K 0.02%
1,795
324
$44.8K 0.02%
390
325
$44.7K 0.02%
+1,863
11 12
13
14 15