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 Buys

1
+$3.25M
2
+$399K
3
+$280K
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$275K
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$256K

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
626
$2.55K ﹤0.01%
49
627
$2.54K ﹤0.01%
40
628
$2.53K ﹤0.01%
36
629
$2.46K ﹤0.01%
60
-107
630
$2.29K ﹤0.01%
205
631
$2.27K ﹤0.01%
52
632
$2.15K ﹤0.01%
110
633
$2.12K ﹤0.01%
10
634
$2.09K ﹤0.01%
20
635
$2.03K ﹤0.01%
+71
636
$2.03K ﹤0.01%
38
-4
637
$1.95K ﹤0.01%
57
638
$1.94K ﹤0.01%
50
639
$1.91K ﹤0.01%
70
640
$1.9K ﹤0.01%
25
641
$1.89K ﹤0.01%
23
642
$1.86K ﹤0.01%
25
643
$1.84K ﹤0.01%
+101
644
$1.77K ﹤0.01%
37
645
$1.75K ﹤0.01%
52
+1
646
$1.71K ﹤0.01%
12
647
$1.7K ﹤0.01%
272
648
$1.68K ﹤0.01%
62
649
$1.66K ﹤0.01%
36
650
$1.66K ﹤0.01%
33
24 25
26
27 28