Kerntke Otto Mc Glone Wealth Management Group Dimensional ETF Tr U S Core Eq Transaction History
Kerntke Otto Mc Glone Wealth Management Group
- $125 Million
- Q2 2025
A detailed history of Kerntke Otto Mc Glone Wealth Management Group transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Kerntke Otto Mc Glone Wealth Management Group holds 112,877 shares of DFAC stock, worth $4.18 Million. This represents 3.22% of its overall portfolio holdings.
Number of Shares
112,877
Previous 145,303
22.32%
Holding current value
$4.18 Million
Previous $4.79 Million
15.61%
% of portfolio
3.22%
Previous 4.18%
Shares
17 transactions
Others Institutions Holding DFAC
# of Institutions
1,111Shares Held
820MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.99 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.94 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.4 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.38 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$644 Million0.23% of portfolio