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
626
$4.03K ﹤0.01%
139
627
$4K ﹤0.01%
98
628
$3.98K ﹤0.01%
+100
629
$3.95K ﹤0.01%
+94
630
$3.91K ﹤0.01%
102
631
$3.88K ﹤0.01%
133
+3
632
$3.85K ﹤0.01%
85
633
$3.83K ﹤0.01%
16
634
$3.8K ﹤0.01%
7
+5
635
$3.79K ﹤0.01%
94
+2
636
$3.65K ﹤0.01%
94
637
$3.6K ﹤0.01%
30
638
$3.55K ﹤0.01%
98
639
$3.52K ﹤0.01%
200
640
$3.5K ﹤0.01%
162
+1
641
$3.49K ﹤0.01%
48
642
$3.48K ﹤0.01%
170
643
$3.33K ﹤0.01%
98
+1
644
$3.31K ﹤0.01%
28
645
$3.28K ﹤0.01%
27
646
$3.26K ﹤0.01%
78
647
$3.23K ﹤0.01%
32
648
$3.12K ﹤0.01%
21
649
$3.09K ﹤0.01%
110
650
$3.08K ﹤0.01%
28
24 25
26
27 28