Silicon Hills Wealth Management’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-88,644	Closed	-$3.65M	–	89
2022 Q4	$3.65M	Sell	88,644 -3,755	-4%	-$155K	2.71%	11
2022 Q3	$3.76M	Buy	92,399 +4,185	+5%	+$185K	2.98%	10
2022 Q2	$3.88M	Buy	88,214 +58,577	+198%	+$2.68M	2.84%	10
2022 Q1	$1.42M	Buy	29,637 +14,546	+96%	+$704K	0.9%	28
2021 Q4	$749K	Buy	+15,091	New	+$747K	0.46%	56

Other funds holding DFIP

HIGP

Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return

Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return

CAM

CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

LEFP

Leading Edge Financial Planning Knoxville, Tennessee $475M AUM 15.22% 1-Year Est. Return

FOA

Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

CWM

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

BetterWealth San Jose, California $510M AUM 18.96% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Silicon Hills Wealth Management's DFIP Position: Q1 2023 in Review

Silicon Hills Wealth Management sold out of Dimensional Inflation-Protected Securities ETF (DFIP) in Q1 2023, closing a stake of 88,644 shares — an estimated $3.65M sold.

Silicon Hills Wealth Management first reported a position in DFIP in Q4 2021 and held it in 5 quarters. The position peaked at $3.88M in Q2 2022. 73 funds tracked by Wall St. Rank hold DFIP as of Q1 2023.

Silicon Hills Wealth Management reported no remaining Dimensional Inflation-Protected Securities ETF position as of Q1 2023 after selling out during the quarter.
Silicon Hills Wealth Management sold 88,644 Dimensional Inflation-Protected Securities ETF shares in Q1 2023, an estimated $3.65M.
Silicon Hills Wealth Management first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2021 and held it in 5 quarters.
Silicon Hills Wealth Management's Dimensional Inflation-Protected Securities ETF position peaked at $3.88M in Q2 2022.
73 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2023.

Based on Silicon Hills Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.