Mc Grath & Associates, Inc. Dimensional ETF Tr Transaction History
Mc Grath & Associates, Inc.
- $61.4 Billion
- Q2 2025
A detailed history of Mc Grath & Associates, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Mc Grath & Associates, Inc. holds 63,181 shares of DFAX stock, worth $1.94 Million. This represents 3.02% of its overall portfolio holdings.
Number of Shares
63,181
Previous 38,950
62.21%
Holding current value
$1.94 Million
Previous $1.02 Billion
81.84%
% of portfolio
3.02%
Previous 1.86%
Shares
3 transactions
Others Institutions Holding DFAX
# of Institutions
655Shares Held
254MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$345 Million3.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.02MShares$246 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.62MShares$234 Million0.07% of portfolio
-
Geometric Wealth Advisors7MShares$215 Million33.48% of portfolio
-
Allworth Financial LP6.28MShares$193 Million0.92% of portfolio