Silicon Hills Wealth Management’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$1.41M	Buy	33,709 +593	+2%	+$25K	0.79%	27
2023 Q1	$1.41M	Sell	33,116 -112,262	-77%	-$4.75M	0.84%	24
2022 Q4	$6.04M	Sell	145,378 -4,695	-3%	-$194K	4.48%	5
2022 Q3	$6.14M	Sell	150,073 -18,130	-11%	-$787K	4.88%	4
2022 Q2	$7.34M	Sell	168,203 -149,312	-47%	-$6.62M	5.37%	3
2022 Q1	$14.7M	Buy	317,515 +245,060	+338%	+$11.8M	9.4%	1
2021 Q4	$3.63M	Buy	+72,455	New	+$3.64M	2.25%	8

Other funds holding DFCF

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

CWM

Core Wealth Management Jupiter, Florida $326M AUM 14.89% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

Silicon Hills Wealth Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 1.8% in Q2 2023, buying an estimated $25K and bringing the position to 33,709 shares worth $1.41M. The position accounts for 0.79% of the portfolio, ranked #27.

Silicon Hills Wealth Management first reported a position in DFCF in Q4 2021 and has held it in 7 quarters since. The position peaked at $14.7M in Q1 2022. 203 funds tracked by Wall St. Rank hold DFCF as of Q2 2023.

Silicon Hills Wealth Management held 33,709 shares of Dimensional Core Fixed Income ETF worth $1.41M as of Q2 2023.
Silicon Hills Wealth Management bought 593 Dimensional Core Fixed Income ETF shares in Q2 2023, an estimated $25K.
Dimensional Core Fixed Income ETF made up 0.79% of Silicon Hills Wealth Management's portfolio in Q2 2023, its #27 holding.
Silicon Hills Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q4 2021 and has held it in 7 quarters since.
Silicon Hills Wealth Management's Dimensional Core Fixed Income ETF position peaked at $14.7M in Q1 2022.
203 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2023.

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