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
$214M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
828
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 2.46%
2 Technology 1.99%
3 Consumer Discretionary 1.54%
4 Financials 1.25%
5 Healthcare 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$17.3K 0.01%
239
377
$17.1K 0.01%
90
378
$17.1K 0.01%
221
379
$17.1K 0.01%
483
380
$16.8K 0.01%
276
381
$16.2K 0.01%
2,350
382
$16.1K 0.01%
292
+2
383
$15.9K 0.01%
457
+2
384
$15.8K 0.01%
270
385
$15.7K 0.01%
42
+2
386
$15K 0.01%
590
-120
387
$15K 0.01%
128
388
$15K 0.01%
416
389
$14.8K 0.01%
178
390
$14.8K 0.01%
624
391
$14.7K 0.01%
93
392
$14.6K 0.01%
190
393
$14.6K 0.01%
361
394
$14.5K 0.01%
235
395
$14.3K 0.01%
477
396
$14.3K 0.01%
855
397
$14.2K 0.01%
264
398
$14.2K 0.01%
52
399
$14K 0.01%
515
-274
400
$14K 0.01%
153