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
$226M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
824
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 2.45%
2 Technology 1.87%
3 Consumer Discretionary 1.43%
4 Financials 1.22%
5 Healthcare 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$14.7K 0.01%
350
+10
402
$14.4K 0.01%
477
403
$14.3K 0.01%
515
404
$14.2K 0.01%
470
405
$13.9K 0.01%
153
406
$13.9K 0.01%
425
407
$13.7K 0.01%
172
408
$13.7K 0.01%
730
409
$13.4K 0.01%
232
410
$13.3K 0.01%
100
411
$13.2K 0.01%
410
-35
412
$13.2K 0.01%
260
413
$13.2K 0.01%
121
414
$13.1K 0.01%
227
415
$13.1K 0.01%
466
+1
416
$13.1K 0.01%
517
417
$13K 0.01%
1,260
418
$13K 0.01%
80
419
$13K 0.01%
195
420
$13K 0.01%
391
421
$12.9K 0.01%
350
422
$12.8K 0.01%
295
423
$12.6K 0.01%
235
424
$12.6K 0.01%
530
425
$12.5K 0.01%
107