Mc Grath & Associates, Inc. Dimensional ETF Tr U S Target Transaction History
Mc Grath & Associates, Inc.
- $54.8 Billion
- Q1 2025
A detailed history of Mc Grath & Associates, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Mc Grath & Associates, Inc. holds 18,140 shares of DFAT stock, worth $992,620. This represents 1.7% of its overall portfolio holdings.
Number of Shares
18,140
Previous 17,657
2.74%
Holding current value
$992,620
Previous $983 Million
4.96%
% of portfolio
1.7%
Previous 1.98%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
774Shares Held
170MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$771 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$681 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.35MShares$512 Million8.76% of portfolio
-
Index Fund Advisors, Inc.6.17MShares$338 Million19.45% of portfolio
-
Savant Capital, LLC4.95MShares$271 Million1.74% of portfolio