Austin Wealth Management, LLC Dimensional ETF Tr Transaction History
Austin Wealth Management, LLC
- $499 Billion
- Q1 2025
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 475,525 shares of DFAI stock, worth $15.4 Million. This represents 3.05% of its overall portfolio holdings.
Number of Shares
475,525
Previous 396,372
19.97%
Holding current value
$15.4 Million
Previous $11.7 Billion
29.83%
% of portfolio
3.05%
Previous 2.43%
Shares
7 transactions
Others Institutions Holding DFAI
# of Institutions
630Shares Held
235MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.04 Billion6.3% of portfolio
-
Envestnet Asset Management Inc7.43MShares$241 Million0.08% of portfolio
-
Sym Financial Corp6.65MShares$215 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$194 Million0.01% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.71MShares$185 Million18.44% of portfolio