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Portfolio (Quarterly) Guide ↗

Austin Asset Management Co Inc

· CIK 0001902024
13F Portfolio $718M AUM 94 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 21 New 34 Added 27 Reduced 2 Exited
Page 1 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DFAC DIMENSIONAL ETF TRUST 4,009,061.0 $177.8M 24.79% -24K -0.6% $44.36 +2.3%
2 DFUS DIMENSIONAL ETF TRUST 941,091.0 $77.1M 10.75% -8K -0.9% $81.94 +1.6%
3 DFAS DIMENSIONAL ETF TRUST 447,771.0 $36.9M 5.14% -25K -5.3% $82.34 +0.1%
4 DFUV DIMENSIONAL ETF TRUST 323,879.0 $17.8M 2.48% -7K -2.2% $55.01 +3.8%
5 AVUV AMERICAN CENTY ETF TR 96,183.0 $12.0M 1.67% -862.0 -0.9% $124.76 +0.7%
6 DFIV DIMENSIONAL ETF TRUST 203,381.0 $11.0M 1.53% -8K -3.9% $54.02 +7.0%
7 DFAT DIMENSIONAL ETF TRUST 146,543.0 $10.2M 1.43% -10K -6.5% $69.90 +1.8%
8 BSV VANGUARD BD INDEX FDS 104,749.0 $8.2M 1.14% -71K -40.5% $77.91 -0.4%
9 VTIP VANGUARD MALVERN FDS 85,089.0 $4.3M 0.60% -13K -13.1% $50.23 -0.8%
10 LLY ELI LILLY & CO Healthcare 3,150.0 $3.8M 0.53% -184.0 -5.5% $1199.54 +3.8%
11 AVDE AMERICAN CENTY ETF TR 34,439.0 $3.1M 0.43% -5K -12.6% $89.20 +4.8%
12 DFEM DIMENSIONAL ETF TRUST 74,237.0 $3.0M 0.42% -6K -7.3% $40.64 -2.2%
13 DFSV DIMENSIONAL ETF TRUST 46,733.0 $1.8M 0.25% -780.0 -1.6% $38.79 +3.1%
14 RSP INVESCO EXCHANGE TRADED FD T 4,371.0 $930K 0.13% -80.0 -1.8% $212.77 +3.5%
15 VWO VANGUARD INTL EQUITY INDEX F 14,115.0 $843K 0.12% -204.0 -1.4% $59.69 +0.6%
16 AESI ATLAS ENERGY SOLUTIONS INC Energy 50,000.0 $830K 0.12% -40K -44.4% $16.61 -21.8%
17 VTV VANGUARD INDEX FDS 3,523.0 $768K 0.11% -50.0 -1.4% $217.93 +3.3%
18 IWD ISHARES TR 2,361.0 $572K 0.08% -40.0 -1.7% $242.43 +5.7%
19 DFAR DIMENSIONAL ETF TRUST 21,000.0 $549K 0.08% -2K -7.1% $26.16 +1.3%
20 AVSU AMERICAN CENTY ETF TR 5,910.0 $523K 0.07% -360.0 -5.7% $88.52 +0.3%
Page 1 of 2  ·  27 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 81.8%
Industrials 5.1%
Financial Services 4.8%
Healthcare 2.8%
Communication Services 2.6%
Consumer Cyclical 2.0%
Energy 0.5%
Consumer Defensive 0.4%