Austin Private Wealth, LLC Dimensional ETF Tr U S Equity Transaction History
Austin Private Wealth, LLC
- $941 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding DFUS
# of Institutions
623Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$492 Million5.21% of portfolio
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Index Fund Advisors, Inc.5.92MShares$366 Million20.2% of portfolio
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Plancorp, LLC5.04MShares$312 Million12.91% of portfolio
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Envestnet Asset Management Inc4.15MShares$257 Million0.09% of portfolio
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Creative Planning Overland Park, KS3.71MShares$230 Million0.23% of portfolio