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 $5.35 Million. This represents 2.66% of its overall portfolio holdings.
Number of Shares
171,831
Previous 190,763
9.92%
Holding current value
$5.35 Million
Previous $5.14 Million
8.69%
% of portfolio
2.66%
Previous 3.1%
Shares
7 transactions
Others Institutions Holding DFAI
# of Institutions
602Shares Held
229MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.01 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$207 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$187 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$186 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$174 Million17.39% of portfolio