SHWM
Silicon Hills Wealth Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $24.1M | Buy |
519,477
+31,500
| +6% | +$1.46M | 13.59% | 1 |
|
|
2023
Q1 | $22.8M | Buy |
487,977
+444,284
| +1,017% | +$20.7M | 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% | +$85.9K | 1.51% | 18 |
|
|
2022
Q2 | $1.85M | Buy |
39,436
+25,517
| +183% | +$1.2M | 1.35% | 20 |
|
|
2022
Q1 | $667K | Buy |
13,919
+9,333
| +204% | +$447K | 0.43% | 56 |
|
|
2021
Q4 | $229K | Buy |
+4,586
| New | +$229K | 0.14% | 110 |
|