Austin Asset Management CO Inc Dimensional ETF Tr Dimensional Transaction History
Austin Asset Management CO Inc
- $477 Million
- Q3 2024
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 19,715 shares of DISV stock, worth $522,644. This represents 0.12% of its overall portfolio holdings.
Number of Shares
19,715
Previous 19,709
0.03%
Holding current value
$522,644
Previous $530,000
7.92%
% of portfolio
0.12%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding DISV
# of Institutions
274Shares Held
60.7MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$228 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$165 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$83.5 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$43.6 Million1.09% of portfolio
-
Ritholtz Wealth Management1.35MShares$35.9 Million1.2% of portfolio