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 $5.39 Million. This represents 2.66% of its overall portfolio holdings.
Number of Shares
171,831
Previous 190,763
9.92%
Holding current value
$5.39 Million
Previous $5.14 Million
8.69%
% of portfolio
2.66%
Previous 3.1%
Shares
7 transactions
Others Institutions Holding DFAI
# of Institutions
594Shares Held
228MCall Options Held
7.8KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.01 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$208 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$188 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$188 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$175 Million17.39% of portfolio