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
501
$15.6K 0.01%
145
502
$15.5K 0.01%
302
503
$15.5K 0.01%
607
504
$15.4K 0.01%
153
505
$15.3K 0.01%
+598
506
$15.2K 0.01%
128
507
$15.2K 0.01%
100
508
$15.2K 0.01%
356
509
$15.2K 0.01%
39
510
$14.6K 0.01%
410
511
$14.4K 0.01%
+250
512
$14.4K 0.01%
500
513
$14.2K 0.01%
178
514
$13.9K 0.01%
334
515
$13.8K 0.01%
166
516
$13.5K ﹤0.01%
637
+5
517
$13.2K ﹤0.01%
178
+46
518
$12.8K ﹤0.01%
190
519
$12.7K ﹤0.01%
355
520
$12.7K ﹤0.01%
260
521
$12.6K ﹤0.01%
239
522
$12.5K ﹤0.01%
45
523
$12.1K ﹤0.01%
390
524
$12.1K ﹤0.01%
130
525
$12.1K ﹤0.01%
795