Austin Wealth Management, LLC Dimensional ETF Tr Transaction History
Austin Wealth Management, LLC
- $482 Billion
- Q4 2024
A detailed history of Austin Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Austin Wealth Management, LLC holds 858,587 shares of DFAU stock, worth $33.3 Million. This represents 7.37% of its overall portfolio holdings.
Number of Shares
858,587
Previous 708,052
21.26%
Holding current value
$33.3 Million
Previous $27.8 Billion
27.9%
% of portfolio
7.37%
Previous 6.1%
Shares
6 transactions
Others Institutions Holding DFAU
# of Institutions
482Shares Held
2.18BCall Options Held
0Put Options Held
400-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$76.8 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$3.02 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$192 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$161 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$141 Million1.81% of portfolio