Austin Private Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Austin Private Wealth, LLC
- $1.18 Billion
- Q3 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 88,394 shares of DFIC stock, worth $2.95 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
88,394
Previous 87,679
0.82%
Holding current value
$2.95 Million
Previous $2.73 Million
6.35%
% of portfolio
0.24%
Previous 0.23%
Shares
4 transactions
Others Institutions Holding DFIC
# of Institutions
524Shares Held
284MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.9MShares$1.16 Billion1.95% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$552 Million8.43% of portfolio
-
Evensky & Katz LLC6.16MShares$205 Million11.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.1MShares$170 Million0.2% of portfolio
-
Envestnet Asset Management Inc4.79MShares$160 Million0.05% of portfolio