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
551
$6.11K ﹤0.01%
+300
552
$6.1K ﹤0.01%
210
553
$6.04K ﹤0.01%
500
554
$5.98K ﹤0.01%
114
555
$5.83K ﹤0.01%
225
556
$5.82K ﹤0.01%
50
557
$5.64K ﹤0.01%
193
558
$5.63K ﹤0.01%
195
559
$5.6K ﹤0.01%
+35
560
$5.6K ﹤0.01%
34
561
$5.36K ﹤0.01%
2,000
562
$5.3K ﹤0.01%
33
563
$5.22K ﹤0.01%
213
564
$5.22K ﹤0.01%
165
565
$5.12K ﹤0.01%
158
566
$5.12K ﹤0.01%
105
567
$5.03K ﹤0.01%
93
568
$4.91K ﹤0.01%
+250
569
$4.89K ﹤0.01%
95
570
$4.86K ﹤0.01%
160
571
$4.78K ﹤0.01%
+252
572
$4.75K ﹤0.01%
27
573
$4.73K ﹤0.01%
38
+34
574
$4.66K ﹤0.01%
205
575
$4.65K ﹤0.01%
68