Silicon Hills Wealth Management’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Silicon Hills Wealth Management’s Portfolio DFAE Stock Details DFAE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-12,756	Closed	-$280K	–	88
2022 Q4	$280K	Sell	12,756 -2,735	-18%	-$58.2K	0.21%	76
2022 Q3	$311K	Sell	15,491 -1,435	-8%	-$32.4K	0.25%	72
2022 Q2	$392K	Sell	16,926 -3,631	-18%	-$88.9K	0.29%	69
2022 Q1	$539K	Sell	20,557 -2,977	-13%	-$79.8K	0.34%	64
2021 Q4	$644K	Buy	+23,534	New	+$646K	0.4%	58

Other funds holding DFAE

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

CHP

Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Silicon Hills Wealth Management's DFAE Position: Q1 2023 in Review

Silicon Hills Wealth Management sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q1 2023, closing a stake of 12,756 shares — an estimated $280K sold.

Silicon Hills Wealth Management first reported a position in DFAE in Q4 2021 and held it in 5 quarters. The position peaked at $644K in Q4 2021. 337 funds tracked by Wall St. Rank hold DFAE as of Q1 2023.

Silicon Hills Wealth Management reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q1 2023 after selling out during the quarter.
Silicon Hills Wealth Management sold 12,756 Dimensional Emerging Core Equity Market ETF shares in Q1 2023, an estimated $280K.
Silicon Hills Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2021 and held it in 5 quarters.
Silicon Hills Wealth Management's Dimensional Emerging Core Equity Market ETF position peaked at $644K in Q4 2021.
337 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2023.

Based on Silicon Hills Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.