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Silicon Hills Wealth Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Silicon Hills Wealth Management’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$1.5M Sell
48,313
-859
-2% -$25.2K 0.84% 23
2023
Q1 		$1.41M Buy
+49,172
New +$1.39M 0.85% 23
2022
Q4 		– Sell
-11,409
Closed -$287K – 94
2022
Q3 		$287K Buy
+11,409
New +$318K 0.23% 77

Other funds holding DFAU

MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $381M AUM 17.5% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $452M AUM 16.63% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
MWP
Meridian Wealth Partners Exton, Pennsylvania $729M AUM 15.61% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

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

Silicon Hills Wealth Management reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 1.7% in Q2 2023, selling an estimated $25.2K and leaving 48,313 shares worth $1.5M. The position accounts for 0.84% of the portfolio, ranked #23.

Silicon Hills Wealth Management first reported a position in DFAU in Q3 2022 and has held it in 3 quarters since. 322 funds tracked by Wall St. Rank hold DFAU as of Q2 2023.

  • Silicon Hills Wealth Management held 48,313 shares of Dimensional US Core Equity Market ETF worth $1.5M as of Q2 2023.
  • Silicon Hills Wealth Management sold 859 Dimensional US Core Equity Market ETF shares in Q2 2023, an estimated $25.2K.
  • Dimensional US Core Equity Market ETF made up 0.84% of Silicon Hills Wealth Management's portfolio in Q2 2023, its #23 holding.
  • Silicon Hills Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q3 2022 and has held it in 3 quarters since.
  • 322 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2023.

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