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
$237M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
848
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 2.17%
2 Technology 1.98%
3 Consumer Discretionary 1.28%
4 Financials 1.12%
5 Healthcare 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$21.6K 0.01%
110
377
$21.5K 0.01%
698
378
$20.6K 0.01%
156
379
$20.4K 0.01%
120
+1
380
$20.4K 0.01%
410
381
$20.2K 0.01%
402
382
$19.4K 0.01%
1,547
+13
383
$19K 0.01%
612
384
$18.6K 0.01%
+200
385
$18.5K 0.01%
938
386
$18K 0.01%
388
+1
387
$17.9K 0.01%
276
388
$17.6K 0.01%
940
389
$17.4K 0.01%
483
390
$17.4K 0.01%
79
391
$17.1K 0.01%
440
-105
392
$17.1K 0.01%
221
393
$16.9K 0.01%
215
394
$16.6K 0.01%
270
395
$16.6K 0.01%
292
396
$16.5K 0.01%
165
397
$16.4K 0.01%
361
398
$16.3K 0.01%
128
399
$16.2K 0.01%
590
400
$16.1K 0.01%
+94