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
$214M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
828
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 2.46%
2 Technology 1.99%
3 Consumer Discretionary 1.54%
4 Financials 1.25%
5 Healthcare 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$11.9K 0.01%
530
427
$11.6K 0.01%
402
+3
428
$11.3K 0.01%
405
429
$11.2K 0.01%
150
430
$11.1K 0.01%
107
431
$11K 0.01%
330
432
$10.9K 0.01%
227
433
$10.7K 0.01%
65
434
$10.7K 0.01%
260
435
$10.6K 0.01%
634
+2
436
$10.6K ﹤0.01%
+2,000
437
$10.4K ﹤0.01%
258
438
$10.3K ﹤0.01%
89
439
$10.2K ﹤0.01%
194
440
$10.1K ﹤0.01%
191
441
$10K ﹤0.01%
360
442
$9.96K ﹤0.01%
+390
443
$9.88K ﹤0.01%
+315
444
$9.82K ﹤0.01%
344
445
$9.74K ﹤0.01%
126
+16
446
$9.74K ﹤0.01%
156
447
$9.61K ﹤0.01%
320
-240
448
$9.6K ﹤0.01%
172
449
$9.43K ﹤0.01%
112
450
$9.4K ﹤0.01%
288