DFA
DHK Financial Advisors Portfolio holdings
AUM
$174M
This Quarter Return
+3.94%
1 Year Return
+19.53%
3 Year Return
+46.11%
5 Year Return
–
10 Year Return
–
AUM
$118M
AUM Growth
+$118M
(+46%)
Cap. Flow
+$34.3M
Cap. Flow
% of AUM
29.17%
Top 10 Holdings %
Top 10 Hldgs %
55.53%
Holding
62
New
21
Increased
25
Reduced
5
Closed
–
Top Buys
| 1 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$5.52M |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
$3.61M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$2.7M |
| 4 |
Vanguard ESG US Stock ETF
ESGV
|
$1.84M |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$1.75M |
