Silicon Hills Wealth Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$24.1M	Buy	519,477 +31,500	+6%	+$1.47M	13.59%	1
2023 Q1	$22.8M	Buy	487,977 +444,284	+1,017%	+$20.6M	13.66%	1
2022 Q4	$2.01M	Buy	43,693 +2,389	+6%	+$110K	1.5%	18
2022 Q3	$1.9M	Buy	41,304 +1,868	+5%	+$87.4K	1.51%	18
2022 Q2	$1.85M	Buy	39,436 +25,517	+183%	+$1.21M	1.35%	20
2022 Q1	$667K	Buy	13,919 +9,333	+204%	+$456K	0.43%	56
2021 Q4	$229K	Buy	+4,586	New	+$229K	0.14%	110

Other funds holding DFSD

BHWM

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

MWM

Mattern Wealth Management Lawrence, Kansas $513M AUM 17.04% 1-Year Est. Return

TFA

Triad Financial Advisors Greensboro, North Carolina $284M AUM 14.95% 1-Year Est. Return

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Silicon Hills Wealth Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 6.5% in Q2 2023, buying an estimated $1.47M and bringing the position to 519,477 shares worth $24.1M. The position accounts for 13.59% of the portfolio, ranked #1.

Silicon Hills Wealth Management first reported a position in DFSD in Q4 2021 and has held it in 7 quarters since. 168 funds tracked by Wall St. Rank hold DFSD as of Q2 2023.

Silicon Hills Wealth Management held 519,477 shares of Dimensional Short-Duration Fixed Income ETF worth $24.1M as of Q2 2023.
Silicon Hills Wealth Management bought 31,500 Dimensional Short-Duration Fixed Income ETF shares in Q2 2023, an estimated $1.47M.
Dimensional Short-Duration Fixed Income ETF made up 13.59% of Silicon Hills Wealth Management's portfolio in Q2 2023, its #1 holding.
Silicon Hills Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2021 and has held it in 7 quarters since.
168 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2023.

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