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
$295M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,023
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$663K
3
+$529K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$248K
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$233K

Top Sells

1
+$2.52M
2
+$1.68M
3
+$303K
4
BOCT icon
Innovator US Equity Buffer ETF October
BOCT
+$126K
5
AAPL icon
Apple
AAPL
+$123K

Sector Composition

1 Technology 3.27%
2 Industrials 1.9%
3 Financials 1.26%
4 Consumer Discretionary 1.08%
5 Healthcare 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$1.69K ﹤0.01%
+5
702
$1.68K ﹤0.01%
50
703
$1.67K ﹤0.01%
+147
704
$1.67K ﹤0.01%
36
705
$1.65K ﹤0.01%
20
+5
706
$1.64K ﹤0.01%
60
707
$1.62K ﹤0.01%
+17
708
$1.58K ﹤0.01%
50
709
$1.54K ﹤0.01%
+55
710
$1.52K ﹤0.01%
+10
711
$1.51K ﹤0.01%
40
712
$1.5K ﹤0.01%
55
713
$1.5K ﹤0.01%
+14
714
$1.5K ﹤0.01%
45
715
$1.49K ﹤0.01%
+20
716
$1.48K ﹤0.01%
+22
717
$1.48K ﹤0.01%
50
718
$1.47K ﹤0.01%
+25
719
$1.47K ﹤0.01%
100
720
$1.46K ﹤0.01%
30
721
$1.43K ﹤0.01%
50
722
$1.41K ﹤0.01%
30
723
$1.39K ﹤0.01%
215
724
$1.39K ﹤0.01%
+21
725
$1.36K ﹤0.01%
35
27 28
29
30 31