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
$295M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,023
New
Increased
Reduced
Closed

Top Buys

1 +$2.04M
2 +$663K
3 +$529K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$248K
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$233K

Top Sells

1 +$2.52M
2 +$1.68M
3 +$303K
4
BOCT icon
Innovator US Equity Buffer ETF October
BOCT
+$126K
5
AAPL icon
Apple
AAPL
+$123K

Sector Composition

1 Technology 3.27%
2 Industrials 1.9%
3 Financials 1.26%
4 Consumer Discretionary 1.08%
5 Healthcare 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$11.1K ﹤0.01%
430
552
$11K ﹤0.01%
330
553
$10.8K ﹤0.01%
380
554
$10.6K ﹤0.01%
108
+1
555
$10.4K ﹤0.01%
400
556
$10.3K ﹤0.01%
136
557
$10.1K ﹤0.01%
505
558
$9.95K ﹤0.01%
251
559
$9.91K ﹤0.01%
296
+1
560
$9.9K ﹤0.01%
222
561
$9.34K ﹤0.01%
13
562
$9.27K ﹤0.01%
66
563
$9.13K ﹤0.01%
35
564
$9K ﹤0.01%
79
565
$8.81K ﹤0.01%
105
566
$8.76K ﹤0.01%
429
567
$8.53K ﹤0.01%
265
568
$8.53K ﹤0.01%
190
569
$8.43K ﹤0.01%
304
570
$8.35K ﹤0.01%
145
571
$8.29K ﹤0.01%
230
572
$8.17K ﹤0.01%
86
-11
573
$8.15K ﹤0.01%
114
+24
574
$8.04K ﹤0.01%
288
575
$8.01K ﹤0.01%
200