Austin Wealth Management, LLC Dimensional ETF Tr Inflation P Transaction History
Austin Wealth Management, LLC
- $456 Billion
- Q3 2024
A detailed history of Austin Wealth Management, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Austin Wealth Management, LLC holds 210,375 shares of DFIP stock, worth $8.62 Million. This represents 1.95% of its overall portfolio holdings.
Number of Shares
210,375
Previous 199,509
5.45%
Holding current value
$8.62 Million
Previous $8.23 Billion
7.82%
% of portfolio
1.95%
Previous 1.93%
Shares
5 transactions
Others Institutions Holding DFIP
# of Institutions
116Shares Held
13MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.52MShares$144 Million5.1% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.05MShares$43.1 Million13.39% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO803KShares$32.9 Million4.54% of portfolio
-
Planning Center, Inc.754KShares$30.9 Million5.34% of portfolio
-
Geometric Wealth Advisors430KShares$17.6 Million3.51% of portfolio