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
501
$10.7K ﹤0.01%
132
+6
502
$10.6K ﹤0.01%
191
503
$10.6K ﹤0.01%
405
504
$10.5K ﹤0.01%
315
-155
505
$10.5K ﹤0.01%
400
506
$10.5K ﹤0.01%
280
507
$10.5K ﹤0.01%
425
508
$10.4K ﹤0.01%
573
509
$10.3K ﹤0.01%
310
510
$10.2K ﹤0.01%
+93
511
$10.2K ﹤0.01%
172
512
$10.1K ﹤0.01%
505
513
$10.1K ﹤0.01%
330
514
$10K ﹤0.01%
+411
515
$9.89K ﹤0.01%
+400
516
$9.87K ﹤0.01%
89
517
$9.83K ﹤0.01%
344
518
$9.82K ﹤0.01%
99
+1
519
$9.64K ﹤0.01%
136
520
$9.52K ﹤0.01%
480
521
$9.51K ﹤0.01%
429
522
$9K ﹤0.01%
61
+60
523
$8.94K ﹤0.01%
295
+1
524
$8.93K ﹤0.01%
251
525
$8.92K ﹤0.01%
194