Austin Wealth Management, LLC Dimensional ETF Tr Emerging Mk Transaction History
Austin Wealth Management, LLC
- $482 Billion
- Q4 2024
A detailed history of Austin Wealth Management, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Austin Wealth Management, LLC holds 427,515 shares of DFEM stock, worth $11.3 Million. This represents 2.31% of its overall portfolio holdings.
Number of Shares
427,515
Previous 455,640
6.17%
Holding current value
$11.3 Million
Previous $12.9 Billion
13.6%
% of portfolio
2.31%
Previous 2.83%
Shares
6 transactions
Others Institutions Holding DFEM
# of Institutions
426Shares Held
151MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.3MShares$431 Million8.46% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$156 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$136 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$125 Million3.4% of portfolio
-
Sequoia Financial Advisors, LLC4.21MShares$111 Million0.96% of portfolio