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 1,026,093 shares of DFAU stock, worth $38.9 Million. This represents 7.71% of its overall portfolio holdings.
Number of Shares
1,026,093
Previous 858,587
19.51%
Holding current value
$38.9 Million
Previous $35.6 Billion
8.2%
% of portfolio
7.71%
Previous 7.37%
Shares
7 transactions
Others Institutions Holding DFAU
# of Institutions
497Shares Held
205MCall Options Held
0Put Options Held
400-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.95 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC5.63MShares$214 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$158 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$138 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.62MShares$137 Million45.35% of portfolio