Silicon Hills Wealth Management’s Dimensional International Small Cap Value ETF DISV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$553K	Sell	23,402 -979	-4%	-$23.5K	0.31%	49
2023 Q1	$580K	Buy	24,381 +9,759	+67%	+$232K	0.35%	50
2022 Q4	$325K	Buy	+14,622	New	+$305K	0.24%	72

Other funds holding DISV

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

BSW

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

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

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

PCI

Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Silicon Hills Wealth Management reduced its Dimensional International Small Cap Value ETF (DISV) stake by 4% in Q2 2023, selling an estimated $23.5K and leaving 23,402 shares worth $553K. The position accounts for 0.31% of the portfolio, ranked #49.

Silicon Hills Wealth Management first reported a position in DISV in Q4 2022 and has held it in 3 quarters since. The position peaked at $580K in Q1 2023. 170 funds tracked by Wall St. Rank hold DISV as of Q2 2023.

Silicon Hills Wealth Management held 23,402 shares of Dimensional International Small Cap Value ETF worth $553K as of Q2 2023.
Silicon Hills Wealth Management sold 979 Dimensional International Small Cap Value ETF shares in Q2 2023, an estimated $23.5K.
Dimensional International Small Cap Value ETF made up 0.31% of Silicon Hills Wealth Management's portfolio in Q2 2023, its #49 holding.
Silicon Hills Wealth Management first reported a position in Dimensional International Small Cap Value ETF in Q4 2022 and has held it in 3 quarters since.
Silicon Hills Wealth Management's Dimensional International Small Cap Value ETF position peaked at $580K in Q1 2023.
170 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2023.

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