DFA
DHJJ Financial Advisors Portfolio holdings
AUM
$277M
1-Year Return
11.44%
This Quarter Return
+10.55%
1 Year Return
+11.44%
3 Year Return
+50.28%
5 Year Return
–
10 Year Return
–
AUM
$214M
AUM Growth
+$16.9M
(+8.6%)
Cap. Flow
-$3.33M
Cap. Flow
% of AUM
-1.56%
Top 10 Holdings %
Top 10 Hldgs %
43.99%
Holding
828
New
25
Increased
97
Reduced
160
Closed
23
Top Buys
| 1 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$743K |
| 2 |
Invesco S&P SmallCap Quality ETF
XSHQ
|
$424K |
| 3 |
Tesla
TSLA
|
$384K |
| 4 |
FT Vest US Equity Moderate Buffer ETF September
GSEP
|
$309K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$279K |
Top Sells
Sector Composition
| 1 | Industrials | 2.46% |
| 2 | Technology | 1.99% |
| 3 | Consumer Discretionary | 1.54% |
| 4 | Financials | 1.25% |
| 5 | Healthcare | 0.76% |
