Austin Private Wealth, LLC Dimensional ETF Tr U S Core Eq Transaction History
Austin Private Wealth, LLC
- $1.08 Billion
- Q1 2025
A detailed history of Austin Private Wealth, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Austin Private Wealth, LLC holds 228,307 shares of DFAC stock, worth $8.46 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
228,307
Previous 118,361
92.89%
Holding current value
$8.46 Million
Previous $4.1 Million
83.91%
% of portfolio
0.7%
Previous 0.38%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,113Shares Held
820MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.99 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.94 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.4 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.38 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$644 Million0.23% of portfolio