Austin Wealth Management, LLC has filed its 13F form on May 23, 2024 for Q1 2024 where it was disclosed a total value porftolio of $404 Billion distributed in 115 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $40.6B, Pimco Rafi Dynamic Multi Facto with a value of $25.4B, Dimensional ETF Tr Natl Mun Bd with a value of $24.6B, Dimensional ETF Tr with a value of $21.2B, and Dimensional ETF Tr Dimensional with a value of $20.8B.
Examining the 13F form we can see an increase of $31B in the current position value, from $373B to 404B.
Austin Wealth Management, LLC is based out at Austin, TX
Below you can find more details about Austin Wealth Management, LLC portfolio as well as his latest detailed transactions.
