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
676
$2.09K ﹤0.01%
20
677
$2.06K ﹤0.01%
23
678
$2.05K ﹤0.01%
26
+1
679
$2.02K ﹤0.01%
57
680
$1.96K ﹤0.01%
+82
681
$1.93K ﹤0.01%
70
682
$1.9K ﹤0.01%
25
683
$1.87K ﹤0.01%
50
684
$1.86K ﹤0.01%
37
685
$1.86K ﹤0.01%
272
686
$1.86K ﹤0.01%
+23
687
$1.84K ﹤0.01%
20
688
$1.82K ﹤0.01%
52
689
$1.82K ﹤0.01%
11
690
$1.74K ﹤0.01%
26
691
$1.68K ﹤0.01%
55
692
$1.66K ﹤0.01%
33
693
$1.65K ﹤0.01%
12
694
$1.64K ﹤0.01%
36
695
$1.64K ﹤0.01%
4
696
$1.6K ﹤0.01%
60
697
$1.6K ﹤0.01%
50
+25
698
$1.52K ﹤0.01%
50
699
$1.47K ﹤0.01%
40
700
$1.46K ﹤0.01%
90
26 27
28
29 30