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 Buys

1
+$1.24M
2
+$1.04M
3
+$392K
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$377K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$371K

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
551
$9.59K ﹤0.01%
251
552
$9.44K ﹤0.01%
136
553
$9.42K ﹤0.01%
429
554
$9.31K ﹤0.01%
222
555
$9.26K ﹤0.01%
97
556
$9.18K ﹤0.01%
380
557
$8.93K ﹤0.01%
124
558
$8.85K ﹤0.01%
79
559
$8.71K ﹤0.01%
66
-84
560
$8.65K ﹤0.01%
35
561
$8.49K ﹤0.01%
61
562
$8.42K ﹤0.01%
2,000
563
$8.41K ﹤0.01%
105
564
$8.35K ﹤0.01%
114
565
$8.33K ﹤0.01%
265
566
$8.18K ﹤0.01%
100
+1
567
$8.03K ﹤0.01%
230
568
$7.84K ﹤0.01%
84
569
$7.82K ﹤0.01%
125
570
$7.77K ﹤0.01%
40
571
$7.7K ﹤0.01%
136
572
$7.55K ﹤0.01%
145
+45
573
$7.49K ﹤0.01%
350
-250
574
$7.39K ﹤0.01%
+304
575
$7.31K ﹤0.01%
92
21 22
23
24 25