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
351
$47.6K 0.02%
338
352
$47.5K 0.02%
1,959
+605
353
$47K 0.02%
1,503
-50
354
$46.7K 0.02%
247
355
$46.7K 0.02%
312
356
$46.7K 0.02%
1,795
357
$46.6K 0.02%
289
358
$46.1K 0.02%
2,016
359
$46.1K 0.02%
1,665
360
$45.8K 0.02%
1,670
361
$44.7K 0.02%
3,998
362
$44.4K 0.02%
905
-1,475
363
$44.1K 0.02%
409
364
$43.9K 0.02%
1,190
365
$43K 0.02%
1,392
366
$42.9K 0.02%
131
-30
367
$42.9K 0.02%
860
-8
368
$42.4K 0.02%
+1,402
369
$42.1K 0.02%
317
-38
370
$42K 0.02%
1,225
371
$41.7K 0.02%
491
372
$41.6K 0.02%
286
373
$41.6K 0.02%
1,165
+484
374
$41.3K 0.01%
1,367
375
$41K 0.01%
414
13 14
15
16 17