Austin Asset Management CO Inc Dimensional ETF Tr Short Durat Transaction History
Austin Asset Management CO Inc
- $477 Million
- Q3 2024
A detailed history of Austin Asset Management CO Inc transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Austin Asset Management CO Inc holds 10,015 shares of DFSD stock, worth $468,802. This represents 0.1% of its overall portfolio holdings.
Number of Shares
10,015
Previous 8,925
12.21%
Holding current value
$468,802
Previous $419,000
14.08%
% of portfolio
0.1%
Previous 0.09%
Shares
6 transactions
Others Institutions Holding DFSD
# of Institutions
260Shares Held
49.1MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.49MShares$117 Million11.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$112 Million1.35% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.3 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$94.7 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.2 Million16.23% of portfolio