Austin Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Austin Wealth Management, LLC
- $456 Billion
- Q3 2024
A detailed history of Austin Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Austin Wealth Management, LLC holds 759,381 shares of DFIC stock, worth $20.1 Million. This represents 4.61% of its overall portfolio holdings.
Number of Shares
759,381
Previous 762,015
0.35%
Holding current value
$20.1 Million
Previous $20.6 Billion
1.81%
% of portfolio
4.61%
Previous 4.84%
Shares
5 transactions
Others Institutions Holding DFIC
# of Institutions
362Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$714 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$681 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$417 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$156 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$129 Million17.02% of portfolio