Austin Wealth Management, LLC
CIK Number: 0002003112
498.94M
Market Value
121
# of Holdings
5 months
Avg. Holding Period
30.08%
Win Rate
17.79%
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... | 34.65 | -0.01% | 1.18M | -5.4% | 41.69M | 26.2 | 8.64% |
| 2 | DFAU | Dimensional US ... | 40.88 | +0.01% | 858.59K | +21.26% | 35.56M | 34.31 | 7.37% |
| 3 | DFNM | Dimensional Nat... | 47.27 | +0.10% | 601.42K | +2.21% | 28.73M | 46.94 | 5.96% |
| 4 | MFUS | PIMCO RAFI Dyna... | 51.90 | -0.3% | 562.71K | -0.19% | 28.61M | 38.78 | 5.93% |
| 5 | SPYC | Simplify US Equ... | 39.92 | +0.32% | 668.8K | +3.66% | 25.79M | 29.24 | 5.35% |
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