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
$277M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
996
New
Increased
Reduced
Closed

Top Sells

1 +$362K
2 +$256K
3 +$191K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$165K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$147K

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
VEGN icon
376
US Vegan Climate ETF
VEGN
$132M
$40K 0.01%
714
MDLZ icon
377
Mondelez International
MDLZ
$73B
$40K 0.01%
593
+102
LFUS icon
378
Littelfuse
LFUS
$6.01B
$39.7K 0.01%
175
PQAP
379
PGIM Nasdaq-100 Buffer 12 ETF - April
PQAP
$7.3M
$39.3K 0.01%
+1,459
CTVA icon
380
Corteva
CTVA
$43.7B
$39.3K 0.01%
527
+300
DAPR icon
381
FT Vest US Equity Deep Buffer ETF April
DAPR
$289M
$39K 0.01%
1,035
-98
GLW icon
382
Corning
GLW
$74.7B
$39K 0.01%
741
FEP icon
383
First Trust Europe AlphaDEX Fund
FEP
$345M
$38.2K 0.01%
800
IDV icon
384
iShares International Select Dividend ETF
IDV
$6.08B
$38K 0.01%
+1,100
CIBR icon
385
First Trust NASDAQ Cybersecurity ETF
CIBR
$11B
$37.9K 0.01%
501
CFO icon
386
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
$414M
$37.7K 0.01%
529
ADP icon
387
Automatic Data Processing
ADP
$102B
$37.6K 0.01%
122
QCOM icon
388
Qualcomm
QCOM
$182B
$37.6K 0.01%
236
VRSK icon
389
Verisk Analytics
VRSK
$29.5B
$37.4K 0.01%
120
IWY icon
390
iShares Russell Top 200 Growth ETF
IWY
$16.3B
$36.5K 0.01%
148
MGK icon
391
Vanguard Mega Cap Growth ETF
MGK
$31.8B
$36.4K 0.01%
100
Z icon
392
Zillow
Z
$17.6B
$36.1K 0.01%
516
BMY icon
393
Bristol-Myers Squibb
BMY
$95.6B
$36.1K 0.01%
781
+267
ARKK icon
394
ARK Innovation ETF
ARKK
$8.6B
$36.1K 0.01%
513
+512
SCHZ icon
395
Schwab US Aggregate Bond ETF
SCHZ
$8.98B
$35.7K 0.01%
1,535
+9
BLOK icon
396
Amplify Blockchain Technology ETF
BLOK
$1.41B
$35.5K 0.01%
+622
DLS icon
397
WisdomTree International SmallCap Dividend Fund
DLS
$1.01B
$35.3K 0.01%
+470
C icon
398
Citigroup
C
$180B
$35.2K 0.01%
414
+253
EA icon
399
Electronic Arts
EA
$50.2B
$35.1K 0.01%
220
FPE icon
400
First Trust Preferred Securities and Income ETF
FPE
$6.24B
$35.1K 0.01%
1,973