Kerntke Otto Mc Glone Wealth Management Group Dimensional ETF Tr U S Core Eq Transaction History
Kerntke Otto Mc Glone Wealth Management Group
- $130 Million
- Q4 2024
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 455,196 shares of DFAC stock, worth $14.9 Million. This represents 12.12% of its overall portfolio holdings.
Number of Shares
455,196
Previous 410,241
10.96%
Holding current value
$14.9 Million
Previous $14.1 Million
11.96%
% of portfolio
12.12%
Previous 11.89%
Shares
15 transactions
Others Institutions Holding DFAC
# of Institutions
1,062Shares Held
799MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.88 Billion0.66% of portfolio
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Mercer Global Advisors Inc Denver, CO46.5MShares$1.53 Billion3.97% of portfolio
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Forum Financial Management, LP Lombard, IL37.6MShares$1.23 Billion25.73% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.22 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC18.2MShares$596 Million0.26% of portfolio