Austin Asset Management CO Inc Dimensional ETF Tr Dimensional Transaction History
Austin Asset Management CO Inc
- $466 Million
- Q4 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 19,419 shares of DISV stock, worth $551,693. This represents 0.11% of its overall portfolio holdings.
Number of Shares
19,419
Previous 19,715
1.5%
Holding current value
$551,693
Previous $572,000
9.97%
% of portfolio
0.11%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding DISV
# of Institutions
321Shares Held
66MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$252 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.29MShares$179 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$89.5 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$46.8 Million1.09% of portfolio
-
Ritholtz Wealth Management1.42MShares$40.4 Million1.12% of portfolio