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
301
$68.3K 0.02%
+2,725
302
$68.1K 0.02%
2,047
303
$67.5K 0.02%
1,510
-15
304
$66.6K 0.02%
2,041
-500
305
$66.6K 0.02%
1,650
-120
306
$66.1K 0.02%
1,610
-120
307
$65.8K 0.02%
2,391
-80
308
$65.3K 0.02%
1,837
309
$65.1K 0.02%
798
310
$65.1K 0.02%
2,310
311
$64.6K 0.02%
728
312
$64.5K 0.02%
365
313
$63.7K 0.02%
224
314
$63.3K 0.02%
1,200
-15
315
$61.8K 0.02%
59
316
$61.4K 0.02%
620
+591
317
$61.3K 0.02%
507
-86
318
$60.9K 0.02%
781
-9
319
$60.6K 0.02%
360
320
$60.5K 0.02%
+2,320
321
$60.2K 0.02%
2,555
322
$58.8K 0.02%
3,185
+7
323
$58.7K 0.02%
2,363
-1
324
$58.5K 0.02%
2,077
325
$57.8K 0.02%
2,011
-19
11 12
13
14 15