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
701
$1.46K ﹤0.01%
55
702
$1.44K ﹤0.01%
45
703
$1.42K ﹤0.01%
50
704
$1.4K ﹤0.01%
40
705
$1.39K ﹤0.01%
30
706
$1.39K ﹤0.01%
8
707
$1.37K ﹤0.01%
100
708
$1.36K ﹤0.01%
30
-22
709
$1.35K ﹤0.01%
50
-90
710
$1.34K ﹤0.01%
15
-10
711
$1.34K ﹤0.01%
10
712
$1.33K ﹤0.01%
10
713
$1.31K ﹤0.01%
+11
714
$1.28K ﹤0.01%
40
715
$1.27K ﹤0.01%
35
716
$1.25K ﹤0.01%
13
717
$1.23K ﹤0.01%
6
718
$1.22K ﹤0.01%
26
+1
719
$1.21K ﹤0.01%
8
720
$1.2K ﹤0.01%
110
721
$1.19K ﹤0.01%
28
722
$1.18K ﹤0.01%
79
723
$1.16K ﹤0.01%
34
724
$1.14K ﹤0.01%
8
725
$1.11K ﹤0.01%
14
27 28
29
30 31