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
$197M
AUM Growth
+$4.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
804
New
Increased
Reduced
Closed

Top Sells

1 +$1.1M
2 +$871K
3 +$589K
4
DNOV icon
FT Vest US Equity Deep Buffer ETF November
DNOV
+$470K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$466K

Sector Composition

1 Industrials 2.52%
2 Technology 1.85%
3 Consumer Discretionary 1.3%
4 Financials 1.15%
5 Healthcare 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$25.2K 0.01%
+149
327
$24.7K 0.01%
+765
328
$24.6K 0.01%
+112
329
$24.5K 0.01%
+500
330
$24.4K 0.01%
+456
331
$24.3K 0.01%
+865
332
$24.2K 0.01%
+55
333
$24K 0.01%
+735
334
$23.9K 0.01%
+1,305
335
$23.8K 0.01%
+516
336
$23.3K 0.01%
+115
337
$23.2K 0.01%
+214
338
$23K 0.01%
+1,155
339
$22.8K 0.01%
+112
340
$22.7K 0.01%
+670
341
$22.7K 0.01%
+177
342
$22.6K 0.01%
+741
343
$22.6K 0.01%
+210
344
$22.5K 0.01%
+99
345
$22.5K 0.01%
+131
346
$22.2K 0.01%
+234
347
$22K 0.01%
+110
348
$21.8K 0.01%
+200
349
$21.8K 0.01%
+50
350
$21.8K 0.01%
+612