SHWM
DFSI

Silicon Hills Wealth Management’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Silicon Hills Wealth Management’s Portfolio DFSI Stock Details DFSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$785K Sell
25,770
-655
-2% -$19.9K 0.44% 38
2023
Q1 		$794K Buy
+26,425
New +$780K 0.48% 39

Other funds holding DFSI

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM

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

Silicon Hills Wealth Management reduced its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 2.5% in Q2 2023, selling an estimated $19.9K and leaving 25,770 shares worth $785K. The position accounts for 0.44% of the portfolio, ranked #38.

Silicon Hills Wealth Management first reported a position in DFSI in Q1 2023 and has held it in 2 quarters since. The position peaked at $794K in Q1 2023. 72 funds tracked by Wall St. Rank hold DFSI as of Q2 2023.

  • Silicon Hills Wealth Management held 25,770 shares of Dimensional International Sustainability Core 1 ETF worth $785K as of Q2 2023.
  • Silicon Hills Wealth Management sold 655 Dimensional International Sustainability Core 1 ETF shares in Q2 2023, an estimated $19.9K.
  • Dimensional International Sustainability Core 1 ETF made up 0.44% of Silicon Hills Wealth Management's portfolio in Q2 2023, its #38 holding.
  • Silicon Hills Wealth Management first reported a position in Dimensional International Sustainability Core 1 ETF in Q1 2023 and has held it in 2 quarters since.
  • Silicon Hills Wealth Management's Dimensional International Sustainability Core 1 ETF position peaked at $794K in Q1 2023.
  • 72 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2023.

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