DFA
DHK Financial Advisors Portfolio holdings
AUM
$174M
This Quarter Return
-3.9%
1 Year Return
+19.53%
3 Year Return
+46.11%
5 Year Return
–
10 Year Return
–
AUM
$112M
AUM Growth
+$112M
(-4.5%)
Cap. Flow
-$440K
Cap. Flow
% of AUM
-0.39%
Top 10 Holdings %
Top 10 Hldgs %
56.51%
Holding
64
New
2
Increased
28
Reduced
5
Closed
1
Top Buys
| 1 |
First Trust Senior Loan Fund ETF
FTSL
|
$781K |
| 2 |
ARK Genomic Revolution ETF
ARKG
|
$552K |
| 3 |
FM
iShares Frontier and Select EM ETF
FM
|
$444K |
| 4 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$394K |
| 5 |
iShares Global 100 ETF
IOO
|
$256K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.41M |
| 2 |
Invesco QQQ Trust
QQQ
|
$817K |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$89K |
| 4 |
iShares Core S&P US Growth ETF
IUSG
|
$70.7K |
| 5 |
iShares Core S&P US Value ETF
IUSV
|
$65.8K |
