Silicon Hills Wealth Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$493K	Buy	8,993 +86	+1%	+$4.49K	0.28%	54
2023 Q1	$469K	Sell	8,907 -10,033	-53%	-$543K	0.28%	53
2022 Q4	$969K	Buy	18,940 +6,875	+57%	+$354K	0.72%	34
2022 Q3	$561K	Buy	12,065 +2,631	+28%	+$134K	0.45%	47
2022 Q2	$453K	Buy	+9,434	New	+$489K	0.33%	60
2022 Q1	–	Sell	-4,626	Closed	-$278K	–	109
2021 Q4	$278K	Buy	+4,626	New	+$279K	0.17%	101

Other funds holding DFAS

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

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

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

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

RCG

Resource Consulting Group Orlando, Florida $584M AUM 15.38% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.44B AUM 23.16% 1-Year Est. Return

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

Silicon Hills Wealth Management's DFAS Position: Q2 2023 in Review

Silicon Hills Wealth Management increased its Dimensional US Small Cap ETF (DFAS) stake by 0.97% in Q2 2023, buying an estimated $4.49K and bringing the position to 8,993 shares worth $493K. The position accounts for 0.28% of the portfolio, ranked #54.

Silicon Hills Wealth Management first reported a position in DFAS in Q4 2021 and has held it in 6 quarters since. The position peaked at $969K in Q4 2022. 486 funds tracked by Wall St. Rank hold DFAS as of Q2 2023.

Silicon Hills Wealth Management held 8,993 shares of Dimensional US Small Cap ETF worth $493K as of Q2 2023.
Silicon Hills Wealth Management bought 86 Dimensional US Small Cap ETF shares in Q2 2023, an estimated $4.49K.
Dimensional US Small Cap ETF made up 0.28% of Silicon Hills Wealth Management's portfolio in Q2 2023, its #54 holding.
Silicon Hills Wealth Management first reported a position in Dimensional US Small Cap ETF in Q4 2021 and has held it in 6 quarters since.
Silicon Hills Wealth Management's Dimensional US Small Cap ETF position peaked at $969K in Q4 2022.
486 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2023.

Based on Silicon Hills Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.