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
$159M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$15.5M
3
+$6.95M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$6.42M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$5.71M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 2.79%
2 Consumer Discretionary 1.57%
3 Technology 1.13%
4 Financials 0.69%
5 Healthcare 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.5M 0.95%
+83,544
27
$1.48M 0.93%
+54,397
28
$1.45M 0.91%
+17,506
29
$1.41M 0.88%
+10,586
30
$1.32M 0.83%
+16,576
31
$1.31M 0.83%
+26,545
32
$1.3M 0.81%
+22,852
33
$1.29M 0.81%
+44,292
34
$1.14M 0.71%
+41,812
35
$980K 0.62%
+33,069
36
$976K 0.61%
+20,519
37
$968K 0.61%
+46,510
38
$892K 0.56%
+23,395
39
$880K 0.55%
+15,655
40
$866K 0.54%
+27,791
41
$838K 0.53%
+32,804
42
$789K 0.5%
+27,200
43
$776K 0.49%
+3,618
44
$750K 0.47%
+5,301
45
$742K 0.47%
+26,590
46
$740K 0.47%
+3,493
47
$729K 0.46%
+24,897
48
$694K 0.44%
+4,260
49
$681K 0.43%
+22,963
50
$679K 0.43%
+20,520
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