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
526
$12K ﹤0.01%
173
527
$11.9K ﹤0.01%
191
528
$11.9K ﹤0.01%
320
529
$11.8K ﹤0.01%
360
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$11.7K ﹤0.01%
320
531
$11.7K ﹤0.01%
112
532
$11.4K ﹤0.01%
150
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$11.4K ﹤0.01%
89
534
$11.3K ﹤0.01%
280
535
$11.3K ﹤0.01%
440
536
$11.3K ﹤0.01%
400
537
$11.3K ﹤0.01%
315
538
$11.1K ﹤0.01%
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$11K ﹤0.01%
405
540
$10.6K ﹤0.01%
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541
$10.6K ﹤0.01%
355
-128
542
$10.6K ﹤0.01%
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$10.3K ﹤0.01%
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$10.3K ﹤0.01%
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545
$10.2K ﹤0.01%
400
546
$10.1K ﹤0.01%
505
547
$10.1K ﹤0.01%
93
548
$9.83K ﹤0.01%
480
549
$9.8K ﹤0.01%
+107
550
$9.78K ﹤0.01%
295