SHWM
Silicon Hills Wealth Management’s Dimensional US Small Cap ETF DFAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $493K | Buy |
8,993
+86
| +1% | +$4.71K | 0.28% | 54 |
|
|
2023
Q1 | $469K | Sell |
8,907
-10,033
| -53% | -$529K | 0.28% | 53 |
|
|
2022
Q4 | $969K | Buy |
18,940
+6,875
| +57% | +$352K | 0.72% | 34 |
|
|
2022
Q3 | $561K | Buy |
12,065
+2,631
| +28% | +$122K | 0.45% | 47 |
|
|
2022
Q2 | $453K | Buy |
+9,434
| New | +$453K | 0.33% | 60 |
|
|
2022
Q1 | – | Sell |
-4,626
| Closed | -$278K | – | 109 |
|
|
2021
Q4 | $278K | Buy |
+4,626
| New | +$278K | 0.17% | 101 |
|