DFA
DHJJ Financial Advisors Portfolio holdings
AUM
$277M
This Quarter Return
+6.04%
1 Year Return
+11.44%
3 Year Return
+50.28%
5 Year Return
–
10 Year Return
–
AUM
$189M
AUM Growth
+$189M
(+9.8%)
Cap. Flow
+$6.79M
Cap. Flow
% of AUM
3.59%
Top 10 Holdings %
Top 10 Hldgs %
47.27%
Holding
122
New
15
Increased
38
Reduced
48
Closed
1
Top Buys
Top Sells
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
$290K |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$247K |
| 3 |
Invesco QQQ Trust
QQQ
|
$233K |
| 4 |
Vanguard Small-Cap ETF
VB
|
$203K |
| 5 |
FT Vest US Equity Buffer ETF November
FNOV
|
$79K |
Sector Composition
| 1 | Industrials | 2.86% |
| 2 | Financials | 1.53% |
| 3 | Consumer Discretionary | 1.38% |
| 4 | Technology | 1.02% |
| 5 | Communication Services | 0.53% |
