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 36,404 shares of DISV stock, worth $1.3 Million. This represents 1.93% of its overall portfolio holdings.
Number of Shares
36,404
Previous 36,385
0.05%
Holding current value
$1.3 Million
Previous $1.2 Billion
8.5%
% of portfolio
1.93%
Previous 1.95%
Shares
4 transactions
Others Institutions Holding DISV
# of Institutions
371Shares Held
79.8MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$317 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.9MShares$211 Million3.37% of portfolio
-
Mather Group, Llc. Chicago, IL5.84MShares$209 Million2.07% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$113 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$90.1 Million1.18% of portfolio