Austin Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Austin Wealth Management, LLC
- $404 Billion
- Q1 2024
A detailed history of Austin Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Austin Wealth Management, LLC holds 1,268,949 shares of DFAC stock, worth $40.9 Million. This represents 10.04% of its overall portfolio holdings.
Number of Shares
1,268,949
Previous 1,291,852
1.77%
Holding current value
$40.9 Million
Previous $39.1 Billion
3.68%
% of portfolio
10.04%
Previous 10.49%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
839Shares Held
680MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.67 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.45 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.27 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.22 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$562 Million0.3% of portfolio