SHWM
Silicon Hills Wealth Management’s Dimensional Core Fixed Income ETF DFCF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.41M | Buy |
33,709
+593
| +2% | +$24.7K | 0.79% | 27 |
|
|
2023
Q1 | $1.41M | Sell |
33,116
-112,262
| -77% | -$4.77M | 0.84% | 24 |
|
|
2022
Q4 | $6.04M | Sell |
145,378
-4,695
| -3% | -$195K | 4.48% | 5 |
|
|
2022
Q3 | $6.14M | Sell |
150,073
-18,130
| -11% | -$742K | 4.88% | 4 |
|
|
2022
Q2 | $7.34M | Sell |
168,203
-149,312
| -47% | -$6.51M | 5.37% | 3 |
|
|
2022
Q1 | $14.7M | Buy |
317,515
+245,060
| +338% | +$11.4M | 9.4% | 1 |
|
|
2021
Q4 | $3.63M | Buy |
+72,455
| New | +$3.63M | 2.25% | 8 |
|