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
476
$13.1K 0.01%
795
477
$13K 0.01%
334
478
$12.8K 0.01%
356
479
$12.7K 0.01%
334
480
$12.4K 0.01%
130
481
$12.2K ﹤0.01%
112
482
$11.7K ﹤0.01%
600
483
$11.7K ﹤0.01%
173
+1
484
$11.7K ﹤0.01%
+6
485
$11.5K ﹤0.01%
239
486
$11.5K ﹤0.01%
161
487
$11.4K ﹤0.01%
260
488
$11.3K ﹤0.01%
45
+23
489
$11.1K ﹤0.01%
705
490
$11.1K ﹤0.01%
402
491
$11K ﹤0.01%
500
492
$11K ﹤0.01%
320
493
$11K ﹤0.01%
430
494
$11K ﹤0.01%
+440
495
$10.9K ﹤0.01%
360
496
$10.9K ﹤0.01%
320
497
$10.8K ﹤0.01%
355
498
$10.8K ﹤0.01%
390
499
$10.7K ﹤0.01%
315
500
$10.7K ﹤0.01%
150