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
351
$36.8K 0.01%
3,998
352
$36.3K 0.01%
236
353
$36.2K 0.01%
529
354
$35.7K 0.01%
120
355
$35.5K 0.01%
714
356
$35.4K 0.01%
516
357
$35.3K 0.01%
774
+1
358
$35.3K 0.01%
1,526
-105
359
$34.7K 0.01%
1,973
360
$34.6K 0.01%
120
-4
361
$34.6K 0.01%
139
362
$34.5K 0.01%
445
363
$34.4K 0.01%
175
364
$34.3K 0.01%
1,354
+2
365
$34.1K 0.01%
1,140
366
$34.1K 0.01%
365
367
$33.9K 0.01%
741
368
$33.8K 0.01%
413
+31
369
$33.3K 0.01%
491
370
$32.9K 0.01%
315
371
$32.9K 0.01%
873
-670
372
$32.7K 0.01%
401
-132
373
$32.7K 0.01%
800
374
$32.6K 0.01%
578
+235
375
$32K 0.01%
491
13 14
15
16 17