Silicon Hills Wealth Management, LLC Dimensional ETF Tr Transaction History
Silicon Hills Wealth Management, LLC
- $176 Million
- Q2 2023
A detailed history of Silicon Hills Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Silicon Hills Wealth Management, LLC holds 171,831 shares of DFAI stock, worth $5.56 Million. This represents 2.66% of its overall portfolio holdings.
Number of Shares
171,831
Previous 190,763
9.92%
Holding current value
$5.56 Million
Previous $5.14 Million
8.69%
% of portfolio
2.66%
Previous 3.1%
Shares
7 transactions
Others Institutions Holding DFAI
# of Institutions
627Shares Held
234MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.04 Billion6.3% of portfolio
-
Envestnet Asset Management Inc7.43MShares$241 Million0.08% of portfolio
-
Sym Financial Corp6.65MShares$215 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$194 Million0.01% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$180 Million17.39% of portfolio