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 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
451
$16.6K 0.01%
128
452
$16.5K 0.01%
720
453
$16.3K 0.01%
483
454
$16.2K 0.01%
145
455
$16.1K 0.01%
425
456
$16K 0.01%
195
457
$16K 0.01%
280
-21
458
$15.8K 0.01%
600
459
$15.6K 0.01%
302
460
$15.5K 0.01%
1,547
461
$15.4K 0.01%
+36
462
$15K 0.01%
+607
463
$14.8K 0.01%
190
464
$14.8K 0.01%
450
465
$14.7K 0.01%
100
466
$14.4K 0.01%
521
467
$14.3K 0.01%
227
468
$14.2K 0.01%
166
469
$14.1K 0.01%
40
470
$14K 0.01%
319
471
$14K 0.01%
178
472
$13.9K 0.01%
1,142
473
$13.6K 0.01%
107
474
$13.6K 0.01%
632
+3
475
$13.5K 0.01%
410