Austin Wealth Management, LLC Dimensional ETF Tr Transaction History
Austin Wealth Management, LLC
- $456 Billion
- Q3 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 708,052 shares of DFAU stock, worth $29.4 Million. This represents 6.1% of its overall portfolio holdings.
Number of Shares
708,052
Previous 635,150
11.48%
Holding current value
$29.4 Million
Previous $24.4 Billion
14.12%
% of portfolio
6.1%
Previous 5.71%
Shares
5 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$200 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$172 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$153 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$145 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$119 Million0.71% of portfolio