Austin Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Austin Wealth Management, LLC
- $562 Billion
- Q2 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 286,793 shares of DFIC stock, worth $9.21 Million. This represents 1.57% of its overall portfolio holdings.
Number of Shares
286,793
Previous 681,106
57.89%
Holding current value
$9.21 Million
Previous $19.5 Billion
54.6%
% of portfolio
1.57%
Previous 3.9%
Shares
8 transactions
Others Institutions Holding DFIC
# of Institutions
513Shares Held
296MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.02 Billion2.04% of portfolio
-
Envestnet Asset Management Inc28.8MShares$924 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$513 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$197 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$163 Million0.21% of portfolio