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
451
$14.4K 0.01%
622
+10
452
$14.4K 0.01%
612
453
$14.3K 0.01%
+450
454
$14.3K 0.01%
319
+24
455
$14.3K 0.01%
239
456
$14.2K 0.01%
410
457
$14.1K 0.01%
107
458
$14K 0.01%
344
459
$14K 0.01%
80
460
$13.7K 0.01%
100
-39
461
$13.6K 0.01%
353
462
$13.3K 0.01%
227
463
$13.3K 0.01%
260
464
$13.1K 0.01%
334
-16
465
$12.9K 0.01%
330
466
$12.9K 0.01%
795
467
$12.8K 0.01%
260
468
$12.7K 0.01%
232
469
$12.7K 0.01%
97
470
$12.5K 0.01%
150
471
$12.5K 0.01%
93
472
$12.3K ﹤0.01%
999
473
$12.1K ﹤0.01%
43
+38
474
$12K ﹤0.01%
118
475
$11.8K ﹤0.01%
126