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
$253M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
887
New
Increased
Reduced
Closed

Top Sells

1 +$1.51M
2 +$696K
3 +$278K
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$185K
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$168K

Sector Composition

1 Industrials 2.18%
2 Technology 2.01%
3 Consumer Discretionary 1.38%
4 Financials 1.17%
5 Healthcare 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$17.4K 0.01%
195
427
$17.4K 0.01%
388
428
$17.2K 0.01%
422
-18
429
$17.1K 0.01%
530
430
$17.1K 0.01%
705
431
$16.8K 0.01%
624
432
$16.5K 0.01%
130
433
$16.3K 0.01%
1,547
434
$16K 0.01%
302
435
$16K 0.01%
153
436
$16K 0.01%
156
437
$15.7K 0.01%
+600
438
$15.7K 0.01%
128
439
$15.7K 0.01%
264
440
$15.5K 0.01%
470
441
$15.5K 0.01%
178
442
$15.3K 0.01%
235
443
$15.2K 0.01%
425
444
$15.2K 0.01%
483
445
$15.1K 0.01%
518
+1
446
$15.1K 0.01%
1,132
+9
447
$15K 0.01%
680
448
$14.9K 0.01%
417
-30
449
$14.9K 0.01%
204
450
$14.7K 0.01%
190