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
576
$7.24K ﹤0.01%
100
577
$7.2K ﹤0.01%
300
578
$7.09K ﹤0.01%
500
579
$7.05K ﹤0.01%
288
580
$6.71K ﹤0.01%
300
581
$6.63K ﹤0.01%
35
582
$6.61K ﹤0.01%
210
583
$6.4K ﹤0.01%
43
584
$6.34K ﹤0.01%
90
585
$6.24K ﹤0.01%
225
586
$6.13K ﹤0.01%
127
-31
587
$6K ﹤0.01%
250
-470
588
$5.89K ﹤0.01%
14
589
$5.71K ﹤0.01%
195
590
$5.65K ﹤0.01%
105
591
$5.6K ﹤0.01%
158
592
$5.45K ﹤0.01%
50
593
$5.43K ﹤0.01%
33
594
$5.31K ﹤0.01%
250
595
$5.31K ﹤0.01%
+83
596
$5.3K ﹤0.01%
34
597
$5.28K ﹤0.01%
545
598
$5.25K ﹤0.01%
213
599
$5.22K ﹤0.01%
67
+22
600
$5.22K ﹤0.01%
252
22 23
24
25 26