Austin Private Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Austin Private Wealth, LLC
- $1.08 Billion
- Q1 2025
A detailed history of Austin Private Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Austin Private Wealth, LLC holds 66,355 shares of DFIC stock, worth $2 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
66,355
Previous 33,521
97.95%
Holding current value
$2 Million
Previous $866,000
112.7%
% of portfolio
0.17%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
469Shares Held
279MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$933 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$831 Million0.26% of portfolio
-
Forum Financial Management, LP Lombard, IL16.2MShares$490 Million8.53% of portfolio
-
Evensky & Katz LLC6.32MShares$191 Million11.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$156 Million0.2% of portfolio