Austin Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Austin Wealth Management, LLC
- $482 Billion
- Q4 2024
A detailed history of Austin Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Austin Wealth Management, LLC holds 731,405 shares of DFIC stock, worth $20.5 Million. This represents 3.96% of its overall portfolio holdings.
Number of Shares
731,405
Previous 759,381
3.68%
Holding current value
$20.5 Million
Previous $21 Billion
9.11%
% of portfolio
3.96%
Previous 4.61%
Shares
6 transactions
Others Institutions Holding DFIC
# of Institutions
441Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$56.7 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$825 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$768 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$458 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$172 Million10.37% of portfolio