Austin Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Austin Wealth Management, LLC
- $637 Billion
- Q3 2025
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 279,812 shares of DFIC stock, worth $9.34 Million. This represents 1.44% of its overall portfolio holdings.
Number of Shares
279,812
Previous 286,793
2.43%
Holding current value
$9.34 Million
Previous $8.83 Billion
4.14%
% of portfolio
1.44%
Previous 1.57%
Shares
9 transactions
Others Institutions Holding DFIC
# of Institutions
526Shares Held
282MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.9MShares$1.16 Billion1.95% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$552 Million8.43% of portfolio
-
Evensky & Katz LLC6.16MShares$205 Million11.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.1MShares$170 Million0.2% of portfolio
-
Envestnet Asset Management Inc4.79MShares$160 Million0.05% of portfolio