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 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
451
$23.2K 0.01%
+172
452
$23.2K 0.01%
180
453
$22.8K 0.01%
836
454
$22.8K 0.01%
698
455
$22.5K 0.01%
1,142
456
$22.3K 0.01%
156
457
$22.2K 0.01%
813
458
$22.1K 0.01%
121
459
$22.1K 0.01%
+947
460
$21.8K 0.01%
+300
461
$21.7K 0.01%
370
+4
462
$21.6K 0.01%
810
+748
463
$21.4K 0.01%
570
464
$21.2K 0.01%
92
465
$21.1K 0.01%
235
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466
$20.7K 0.01%
421
467
$20.6K 0.01%
+387
468
$20.6K 0.01%
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469
$20.6K 0.01%
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$20.6K 0.01%
270
471
$20.4K 0.01%
410
472
$20.4K 0.01%
620
473
$20.4K 0.01%
40
474
$20.1K 0.01%
75
475
$20K 0.01%
550