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
$301M
AUM Growth
+$6.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,046
New
Increased
Reduced
Closed

Sector Composition

1 Technology 3.28%
2 Industrials 2.06%
3 Financials 1.21%
4 Consumer Discretionary 1.05%
5 Healthcare 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
JHMM icon
901
John Hancock Multifactor Mid Cap ETF
JHMM
$5.65B
$328 ﹤0.01%
+5
XYZ
902
Block Inc
XYZ
$44.1B
$326 ﹤0.01%
5
LIT icon
903
Global X Lithium & Battery Tech ETF
LIT
$2.21B
$325 ﹤0.01%
5
DDTO
904
Innovator Equity Dual Directional 10 Buffer ETF - October
DDTO
$31.5M
$325 ﹤0.01%
+15
BHF icon
905
Brighthouse Financial
BHF
$3.58B
$324 ﹤0.01%
5
QDEF icon
906
FlexShares Quality Dividend Defensive Index Fund
QDEF
$550M
$324 ﹤0.01%
4
HACK icon
907
Amplify Cybersecurity ETF
HACK
$2.61B
$322 ﹤0.01%
4
IBND icon
908
State Street SPDR Bloomberg International Corporate Bond ETF
IBND
$467M
$322 ﹤0.01%
10
CSM icon
909
ProShares Large Cap Core Plus
CSM
$524M
$319 ﹤0.01%
4
XTJA icon
910
Innovator US Equity Accelerated Plus ETF January
XTJA
$20.4M
$317 ﹤0.01%
10
KBWD icon
911
Invesco KBW High Dividend Yield Financial ETF
KBWD
$426M
$315 ﹤0.01%
23
TTD icon
912
Trade Desk
TTD
$9.91B
$304 ﹤0.01%
8
XISE icon
913
FT Vest US Equity Buffer & Premium Income ETF September
XISE
$36.5M
$304 ﹤0.01%
10
TMFG icon
914
Motley Fool Global Opportunities ETF
TMFG
$356M
$302 ﹤0.01%
10
VTRS icon
915
Viatris
VTRS
$18.3B
$299 ﹤0.01%
24
IBUY icon
916
Amplify Online Retail ETF
IBUY
$118M
$298 ﹤0.01%
4
BITW
917
Bitwise 10 Crypto Index ETF
BITW
$647M
$294 ﹤0.01%
+5
GINN icon
918
Goldman Sachs Innovate Equity ETF
GINN
$217M
$293 ﹤0.01%
4
BNDX icon
919
Vanguard Total International Bond ETF
BNDX
$79.1B
$290 ﹤0.01%
+6
IEF icon
920
iShares 7-10 Year Treasury Bond ETF
IEF
$48B
$289 ﹤0.01%
+3
ECC
921
Eagle Point Credit Company
ECC
$549M
$288 ﹤0.01%
50
XT icon
922
iShares Future Exponential Technologies ETF
XT
$4.09B
$279 ﹤0.01%
4
DOC icon
923
Healthpeak Properties
DOC
$13.4B
$274 ﹤0.01%
17
FALN icon
924
iShares Fallen Angels USD Bond ETF
FALN
$1.65B
$273 ﹤0.01%
10
QYLG icon
925
Global X Nasdaq 100 Covered Call & Growth ETF
QYLG
$152M
$273 ﹤0.01%
10