DFA
DHK Financial Advisors Portfolio holdings
AUM
$174M
This Quarter Return
+5.89%
1 Year Return
+19.53%
3 Year Return
+46.11%
5 Year Return
–
10 Year Return
–
AUM
$106M
AUM Growth
–
Cap. Flow
+$106M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
70.72%
Holding
37
New
37
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$18.7M |
| 2 |
Vanguard Total World Stock ETF
VT
|
$17M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$9.62M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$8.98M |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$4.34M |
Top Sells
No sells this quarter
