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
401
$16.1K 0.01%
705
402
$15.7K 0.01%
302
+300
403
$15.7K 0.01%
530
+15
404
$15.6K 0.01%
447
-30
405
$15.6K 0.01%
624
406
$15.3K 0.01%
223
407
$15.1K 0.01%
204
408
$15.1K 0.01%
1,123
409
$15.1K 0.01%
156
410
$15K 0.01%
470
411
$14.8K 0.01%
425
412
$14.8K 0.01%
264
413
$14.5K 0.01%
795
414
$14.4K 0.01%
239
415
$14.4K 0.01%
195
416
$14.4K 0.01%
+155
417
$14.2K 0.01%
139
+19
418
$13.9K 0.01%
178
419
$13.9K 0.01%
190
420
$13.7K 0.01%
517
421
$13.7K 0.01%
153
422
$13.6K 0.01%
107
423
$13.6K 0.01%
410
424
$13.5K 0.01%
680
425
$13.2K 0.01%
350