Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AUSTIN WEALTH MANAGEMENT LLC | 02-20-2024 | 12-31-2023 | 116 | 372,940,256 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 1 | $39,117,266 | 1,291,852 | 0.01 | 1,291,852 | +Inf | 12-31-2023 | |
| PIMCO EQUITY SER | RAFI DYN ML US | 2 | $24,122,242 | 544,033 | 0.01 | 544,033 | +Inf | 12-31-2023 | |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 3 | $23,710,817 | 490,704 | 0.01 | 490,704 | +Inf | 12-31-2023 | |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 4 | $19,914,403 | 782,184 | 0.01 | 782,184 | +Inf | 12-31-2023 |
