DFA
DHJJ Financial Advisors Portfolio holdings
AUM
$302M
1-Year Est. Return
16.92%
This Fund
S&P 500
1 Year Est. Return
+16.92%
AUM
$301M
AUM Growth
+$6.25M
(+2.1%)
Holding
1,046
Top Buys
| 1 | +$496K | |
| 2 | +$348K | |
| 3 | +$342K | |
| 4 |
Dimensional International Core Equity Market ETF
DFAI
|
+$340K |
| 5 |
Innovator US Equity Buffer ETF October
BOCT
|
+$322K |
Top Sells
| 1 | +$881K | |
| 2 | +$706K | |
| 3 | +$668K | |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$231K |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$221K |
Sector Composition
| 1 | Technology | 3.28% |
| 2 | Industrials | 2.06% |
| 3 | Financials | 1.21% |
| 4 | Consumer Discretionary | 1.05% |
| 5 | Healthcare | 0.75% |
