Austin Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Austin Wealth Management, LLC
- $482 Billion
- Q4 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 731,405 shares of DFIC stock, worth $20.9 Million. This represents 3.96% of its overall portfolio holdings.
Number of Shares
731,405
Previous 759,381
3.68%
Holding current value
$20.9 Million
Previous $21 Billion
9.11%
% of portfolio
3.96%
Previous 4.61%
Shares
6 transactions
Others Institutions Holding DFIC
# of Institutions
449Shares Held
267MCall Options Held
5.9KPut Options Held
0-
Envestnet Asset Management Inc29.5MShares$842 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$784 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$467 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$175 Million10.37% of portfolio
-
Rw Investment Management LLC Eagle, ID4.92MShares$141 Million15.48% of portfolio