Mc Grath & Associates, Inc. Dimensional ETF Tr Dimensional Transaction History
Mc Grath & Associates, Inc.
- $67.3 Billion
- Q3 2025
A detailed history of Mc Grath & Associates, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Mc Grath & Associates, Inc. holds 41,077 shares of DFIC stock, worth $1.32 Million. This represents 2.0% of its overall portfolio holdings.
Number of Shares
41,077
Previous 42,935
4.33%
Holding current value
$1.32 Million
Previous $1.33 Billion
0.9%
% of portfolio
2.0%
Previous 2.17%
Shares
4 transactions
Others Institutions Holding DFIC
# of Institutions
512Shares Held
297MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.02 Billion2.04% of portfolio
-
Envestnet Asset Management Inc28.8MShares$927 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$515 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$198 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$164 Million0.21% of portfolio