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
$248M
AUM Growth
-$8.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
939
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$399K
3
+$280K
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$275K
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$256K

Top Sells

1
+$434K
2
+$391K
3
+$377K
4
TSLA icon
Tesla
TSLA
+$369K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$342K

Sector Composition

1 Technology 1.93%
2 Industrials 1.89%
3 Financials 1.18%
4 Consumer Discretionary 1.17%
5 Healthcare 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$26.4K 0.01%
995
402
$25.4K 0.01%
709
-346
403
$25.3K 0.01%
708
-110
404
$25.2K 0.01%
1,246
405
$25.1K 0.01%
681
-56
406
$25K 0.01%
223
407
$24.4K 0.01%
207
-6
408
$24.4K 0.01%
940
409
$24.1K 0.01%
265
-3
410
$23.8K 0.01%
207
-7
411
$23.5K 0.01%
518
412
$23K 0.01%
651
+150
413
$22.9K 0.01%
180
414
$22.5K 0.01%
150
415
$22.3K 0.01%
660
416
$22K 0.01%
366
+5
417
$21.7K 0.01%
92
418
$21.6K 0.01%
102
419
$20.8K 0.01%
836
420
$20.7K 0.01%
421
+30
421
$20.6K 0.01%
121
+1
422
$20.5K 0.01%
402
423
$20.4K 0.01%
1,005
424
$20.3K 0.01%
410
425
$20.3K 0.01%
813
15 16
17
18 19