SHWM
Silicon Hills Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $2.18M | Sell |
45,280
-1,822
| -4% | -$87.7K | 1.23% | 16 |
|
2023
Q1 | $2.09M | Sell |
47,102
-51,495
| -52% | -$2.29M | 1.26% | 15 |
|
2022
Q4 | $4.1M | Buy |
98,597
+54,787
| +125% | +$2.28M | 3.05% | 9 |
|
2022
Q3 | $1.7M | Buy |
43,810
+13
| +0% | +$505 | 1.35% | 19 |
|
2022
Q2 | $1.79M | Buy |
+43,797
| New | +$1.79M | 1.31% | 21 |
|