SHWM
Silicon Hills Wealth Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $665K | Buy |
14,341
+1
| +0% | +$46 | 0.38% | 42 |
|
|
2023
Q1 | $638K | Sell |
14,340
-3,286
| -19% | -$146K | 0.38% | 44 |
|
|
2022
Q4 | $775K | Buy |
17,626
+6,543
| +59% | +$288K | 0.58% | 42 |
|
|
2022
Q3 | $432K | Hold |
11,083
| – | – | 0.34% | 61 |
|
|
2022
Q2 | $446K | Buy |
+11,083
| New | +$446K | 0.33% | 62 |
|