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
426
$20.3K 0.01%
99
427
$20.3K 0.01%
570
-650
428
$20.1K 0.01%
165
429
$19.9K 0.01%
698
430
$19.8K 0.01%
75
+25
431
$19.8K 0.01%
156
432
$19.7K 0.01%
938
433
$19.6K 0.01%
270
434
$19.4K 0.01%
680
435
$19.3K 0.01%
215
436
$19K 0.01%
605
+50
437
$19K 0.01%
620
438
$18.9K 0.01%
550
439
$18.8K 0.01%
706
440
$18.5K 0.01%
430
-30
441
$18.4K 0.01%
79
442
$18.2K 0.01%
388
443
$18.2K 0.01%
590
+8
444
$18.2K 0.01%
174
445
$17.8K 0.01%
525
446
$17.8K 0.01%
276
447
$17.6K 0.01%
450
448
$17K 0.01%
153
449
$17K 0.01%
39
-11
450
$16.6K 0.01%
235
16 17
18
19 20