DFA

DHJJ Financial Advisors Portfolio holdings

AUM $302M
1-Year Est. Return 16.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$277M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
996
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.04M
3
+$392K
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$377K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$371K

Top Sells

1
+$340K
2
+$242K
3
+$182K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$153K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$132K

Sector Composition

1 Technology 3.06%
2 Industrials 1.95%
3 Financials 1.23%
4 Consumer Discretionary 1.15%
5 Healthcare 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$28.6K 0.01%
857
+692
427
$28.5K 0.01%
+212
428
$28.4K 0.01%
810
+360
429
$28.3K 0.01%
460
-7
430
$27.8K 0.01%
995
431
$27.7K 0.01%
215
432
$27.7K 0.01%
1,246
433
$27.6K 0.01%
+346
434
$27.5K 0.01%
55
435
$27.4K 0.01%
88
-55
436
$27.3K 0.01%
984
+384
437
$27.3K 0.01%
709
438
$27K 0.01%
166
439
$26.9K 0.01%
305
+40
440
$26.9K 0.01%
256
441
$26.8K 0.01%
500
442
$26.4K 0.01%
+500
443
$26.1K 0.01%
940
444
$25.5K 0.01%
177
445
$25K 0.01%
+301
446
$24.2K 0.01%
76
-40
447
$24.2K 0.01%
651
448
$24.1K 0.01%
901
+490
449
$23.8K 0.01%
108
450
$23.6K 0.01%
660
16 17
18
19 20