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
101
$202K 0.13%
+6,395
102
$201K 0.13%
+9,950
103
$201K 0.13%
+17,275