Austin Wealth Management, LLC Dimensional ETF Tr Transaction History
Austin Wealth Management, LLC
- $404 Billion
- Q1 2024
A detailed history of Austin Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Austin Wealth Management, LLC holds 226,279 shares of DFAE stock, worth $5.85 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
226,279
Previous 192,087
17.8%
Holding current value
$5.85 Million
Previous $4.63 Billion
27.08%
% of portfolio
1.46%
Previous 1.24%
Shares
3 transactions
Others Institutions Holding DFAE
# of Institutions
425Shares Held
119MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$328 Million1.22% of portfolio
-
Ubs Group Ag5.12MShares$132 Million0.03% of portfolio
-
Envestnet Asset Management Inc4.33MShares$112 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.9MShares$101 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.66MShares$94.7 Million0.26% of portfolio