DFA

DHJJ Financial Advisors Portfolio holdings

AUM $295M
1-Year Est. Return 12.2%
This Quarter Est. Return
1 Year Est. Return
+12.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$15.5M
3
+$6.95M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$6.42M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$5.71M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 2.79%
2 Consumer Discretionary 1.57%
3 Technology 1.13%
4 Financials 0.69%
5 Healthcare 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$653K 0.41%
+18,070
52
$599K 0.38%
+13,407
53
$577K 0.36%
+2,490
54
$576K 0.36%
+14,225
55
$569K 0.36%
+18,883
56
$551K 0.35%
+18,332
57
$542K 0.34%
+18,031
58
$537K 0.34%
+2,398
59
$521K 0.33%
+10,704
60
$511K 0.32%
+24,981
61
$509K 0.32%
+6,932
62
$473K 0.3%
+6,060
63
$469K 0.29%
+16,503
64
$469K 0.29%
+16,560
65
$465K 0.29%
+17,760
66
$457K 0.29%
+15,340
67
$433K 0.27%
+15,292
68
$429K 0.27%
+28,272
69
$426K 0.27%
+12,902
70
$424K 0.27%
+16,961
71
$388K 0.24%
+1,745
72
$356K 0.22%
+3,359
73
$350K 0.22%
+2,659
74
$342K 0.22%
+12,605
75
$336K 0.21%
+12,880
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3
4 5