Mc Grath & Associates, Inc. Dimensional ETF Tr Dimensional Transaction History
Mc Grath & Associates, Inc.
- $61.4 Billion
- Q2 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 42,935 shares of DFIC stock, worth $1.38 Million. This represents 2.17% of its overall portfolio holdings.
Number of Shares
42,935
Previous 39,101
9.81%
Holding current value
$1.38 Million
Previous $1.09 Billion
22.93%
% of portfolio
2.17%
Previous 1.98%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
513Shares Held
296MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.02 Billion2.04% of portfolio
-
Envestnet Asset Management Inc28.8MShares$924 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$513 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$197 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$163 Million0.21% of portfolio