DHGWA
Dixon Hughes Goodman Wealth Advisors Portfolio holdings
AUM
$349M
This Quarter Return
+7.2%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$307M
AUM Growth
–
Cap. Flow
+$307M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
58.58%
Holding
878
New
874
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$46.5M |
| 2 |
Dimensional US Targeted Value ETF
DFAT
|
$38M |
| 3 |
Dimensional US Small Cap ETF
DFAS
|
$32.1M |
| 4 |
Dimensional International Value ETF
DFIV
|
$21.8M |
| 5 |
Vanguard Value ETF
VTV
|
$12M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Utilities | 4.43% |
| 2 | Technology | 4.25% |
| 3 | Financials | 3.8% |
| 4 | Consumer Staples | 2.69% |
| 5 | Healthcare | 2.38% |