Kerntke Otto Mc Glone Wealth Management Group Dimensional ETF Tr Transaction History
Kerntke Otto Mc Glone Wealth Management Group
- $131 Million
- Q3 2025
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 20,136 shares of DFAX stock, worth $633,277. This represents 0.48% of its overall portfolio holdings.
Number of Shares
20,136
Previous 21,227
5.14%
Holding current value
$633,277
Previous $623,000
1.28%
% of portfolio
0.48%
Previous 0.5%
Shares
17 transactions
Others Institutions Holding DFAX
# of Institutions
658Shares Held
255MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$353 Million3.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.02MShares$252 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.62MShares$240 Million0.07% of portfolio
-
Geometric Wealth Advisors7MShares$220 Million33.48% of portfolio
-
Allworth Financial LP6.28MShares$198 Million0.92% of portfolio