Silicon Hills Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$2.18M	Sell	45,280 -1,822	-4%	-$82.9K	1.23%	16
2023 Q1	$2.09M	Sell	47,102 -51,495	-52%	-$2.24M	1.26%	15
2022 Q4	$4.1M	Buy	98,597 +54,787	+125%	+$2.29M	3.05%	9
2022 Q3	$1.7M	Buy	43,810 +13	+0%	+$559	1.35%	19
2022 Q2	$1.78M	Buy	+43,797	New	+$1.94M	1.31%	21

Other funds holding DFUS

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

MRWM

ML&R Wealth Management Austin, Texas $435M AUM 22.93% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

Silicon Hills Wealth Management reduced its Dimensional US Equity ETF (DFUS) stake by 3.9% in Q2 2023, selling an estimated $82.9K and leaving 45,280 shares worth $2.18M. The position accounts for 1.23% of the portfolio, ranked #16.

Silicon Hills Wealth Management first reported a position in DFUS in Q2 2022 and has held it in 5 quarters since. The position peaked at $4.1M in Q4 2022. 470 funds tracked by Wall St. Rank hold DFUS as of Q2 2023.

Silicon Hills Wealth Management held 45,280 shares of Dimensional US Equity ETF worth $2.18M as of Q2 2023.
Silicon Hills Wealth Management sold 1,822 Dimensional US Equity ETF shares in Q2 2023, an estimated $82.9K.
Dimensional US Equity ETF made up 1.23% of Silicon Hills Wealth Management's portfolio in Q2 2023, its #16 holding.
Silicon Hills Wealth Management first reported a position in Dimensional US Equity ETF in Q2 2022 and has held it in 5 quarters since.
Silicon Hills Wealth Management's Dimensional US Equity ETF position peaked at $4.1M in Q4 2022.
470 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2023.

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