DFA
DHK Financial Advisors Portfolio holdings
AUM
$174M
This Quarter Return
-7.74%
1 Year Return
+19.53%
3 Year Return
+46.11%
5 Year Return
–
10 Year Return
–
AUM
$60.9M
AUM Growth
+$60.9M
(-42%)
Cap. Flow
-$39.2M
Cap. Flow
% of AUM
-64.35%
Top 10 Holdings %
Top 10 Hldgs %
69.56%
Holding
46
New
5
Increased
20
Reduced
3
Closed
14
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$6.76M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$2.95M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$2.24M |
| 4 |
Vanguard Total Bond Market
BND
|
$1.56M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$1.01M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$15.1M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$8.31M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$7.23M |
| 4 |
Vanguard Total World Stock ETF
VT
|
$3.79M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
$3.44M |
