Austin Asset Management CO Inc Dimensional ETF Tr Short Durat Transaction History
Austin Asset Management CO Inc
- $458 Million
- Q2 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 8,925 shares of DFSD stock, worth $426,615. This represents 0.09% of its overall portfolio holdings.
Number of Shares
8,925
Previous 11,080
19.45%
Holding current value
$426,615
Previous $521,000
19.58%
% of portfolio
0.09%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding DFSD
# of Institutions
251Shares Held
42.7MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$113 Million11.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.18MShares$104 Million1.31% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$99.3 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$95.6 Million16.24% of portfolio
-
Planning Center, Inc.1.97MShares$94.3 Million16.69% of portfolio