Austin Asset Management CO Inc Dimensional ETF Tr Dimensional Transaction History
Austin Asset Management CO Inc
- $442 Million
- Q1 2025
A detailed history of Austin Asset Management CO Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Austin Asset Management CO Inc holds 19,420 shares of DISV stock, worth $574,832. This represents 0.13% of its overall portfolio holdings.
Number of Shares
19,420
Previous 19,419
0.01%
Holding current value
$574,832
Previous $515,000
9.71%
% of portfolio
0.13%
Previous 0.11%
Shares
5 transactions
Others Institutions Holding DISV
# of Institutions
326Shares Held
66.7MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$262 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$189 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$93.2 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$66 Million1.08% of portfolio
-
Ritholtz Wealth Management1.65MShares$48.8 Million1.46% of portfolio