Kerntke Otto Mc Glone Wealth Management Group Dimensional ETF Tr 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 stock. As of the latest transaction made, Kerntke Otto Mc Glone Wealth Management Group holds 23,135 shares of DFAX stock, worth $610,995. This represents 0.44% of its overall portfolio holdings.
Number of Shares
23,135
Previous 22,862
1.19%
Holding current value
$610,995
Previous $617,000
6.81%
% of portfolio
0.44%
Previous 0.52%
Shares
14 transactions
Others Institutions Holding DFAX
# of Institutions
574Shares Held
242MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$297 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$220 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$200 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$200 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$159 Million0.22% of portfolio