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
$226M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
824
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 2.45%
2 Technology 1.87%
3 Consumer Discretionary 1.43%
4 Financials 1.22%
5 Healthcare 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$29.6K 0.01%
139
327
$29.5K 0.01%
690
328
$29.2K 0.01%
220
329
$28.5K 0.01%
100
+1
330
$28.5K 0.01%
177
331
$27.9K 0.01%
745
332
$27.8K 0.01%
883
-40
333
$27.8K 0.01%
215
334
$27.5K 0.01%
112
335
$27.5K 0.01%
234
336
$27.3K 0.01%
2,300
-2,645
337
$27K 0.01%
612
338
$26.9K 0.01%
131
339
$26.6K 0.01%
3,998
340
$26.5K 0.01%
139
341
$26.5K 0.01%
232
342
$26.5K 0.01%
357
343
$26.4K 0.01%
116
344
$26.3K 0.01%
55
345
$26.1K 0.01%
149
346
$25.9K 0.01%
50
347
$25.2K 0.01%
516
348
$25K 0.01%
30
349
$24.9K 0.01%
775
350
$24.7K 0.01%
99