Austin Wealth Management, LLC
CIK Number: 0002003112
482.32M
Market Value
118
# of Holdings
5 months
Avg. Holding Period
30.83%
Win Rate
17.97%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional U.S... | 29.07 | -2.09% | 1.18M | -5.4% | 41.69M | 26.2 | 8.64% |
| 2 | DFAU | Dimensional US ... | 33.96 | -1.93% | 858.59K | +21.26% | 35.56M | 34.31 | 7.37% |
| 3 | DFNM | Dimensional Nat... | 46.90 | -0.3% | 601.42K | +2.21% | 28.73M | 46.94 | 5.96% |
| 4 | MFUS | PIMCO RAFI Dyna... | 44.62 | -1.51% | 562.71K | -0.19% | 28.61M | 38.78 | 5.93% |
| 5 | BIL | SPDR Bloomberg ... | 91.51 | +0.02% | 214.41K | +52.13% | 19.65M | 91.65 | 4.07% |
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