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
476
$20K 0.01%
680
477
$20K 0.01%
706
478
$19.8K 0.01%
1,005
479
$19.6K 0.01%
321
+148
480
$19.6K 0.01%
99
481
$19.5K 0.01%
590
482
$19.5K 0.01%
165
483
$19.5K 0.01%
938
484
$19.3K 0.01%
276
485
$19.1K 0.01%
+225
486
$19.1K 0.01%
388
487
$18.9K 0.01%
525
488
$18.8K 0.01%
450
489
$18.6K 0.01%
430
490
$18.5K 0.01%
36
491
$17.9K 0.01%
425
492
$17.5K 0.01%
79
493
$17.2K 0.01%
174
494
$16.8K 0.01%
1,547
495
$16.4K 0.01%
195
496
$16.1K 0.01%
107
497
$16K 0.01%
235
498
$15.9K 0.01%
280
499
$15.7K 0.01%
521
500
$15.7K 0.01%
6