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
651
$3.05K ﹤0.01%
49
652
$3K ﹤0.01%
3,050
653
$2.98K ﹤0.01%
47
654
$2.97K ﹤0.01%
14
+5
655
$2.91K ﹤0.01%
9
656
$2.91K ﹤0.01%
102
657
$2.91K ﹤0.01%
40
658
$2.88K ﹤0.01%
36
659
$2.79K ﹤0.01%
36
660
$2.74K ﹤0.01%
+25
661
$2.71K ﹤0.01%
7
662
$2.68K ﹤0.01%
69
-30
663
$2.67K ﹤0.01%
60
664
$2.6K ﹤0.01%
55
665
$2.58K ﹤0.01%
106
-296
666
$2.51K ﹤0.01%
215
667
$2.44K ﹤0.01%
117
-456
668
$2.35K ﹤0.01%
205
669
$2.34K ﹤0.01%
37
-15
670
$2.32K ﹤0.01%
71
671
$2.29K ﹤0.01%
101
672
$2.22K ﹤0.01%
+20
673
$2.21K ﹤0.01%
109
+100
674
$2.15K ﹤0.01%
+90
675
$2.15K ﹤0.01%
38
25 26
27
28 29